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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,083 | $72,071-88.8% | $68,368-88.2% | $137,256-94.1% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.0%-25.4pp |
| Annual return | 16.51% | 353.14%-336.6pp | 292.57%-276.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $717 | $2,788-74.3% | $2,649-73.0% | $4,156-82.8% |
| Participant deferral / active EE | $1,139 | $4,410-74.2% | $4,123-72.4% | $6,407-82.2% |
| Admin fee / account holder | $418 | $5,336-92.2% | $5,150-91.9% | $12,270-96.6% |