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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 | $102,595-92.1% | $94,057-91.4% | $154,746-94.8% |
| Participation rate | 54.5% | 76.0%-21.4pp | 73.3%-18.8pp | 80.7%-26.2pp |
| Annual return | 16.51% | 583.42%-566.9pp | 480.62%-464.1pp | 172.34%-155.8pp |
| Employer contribution / active EE | $717 | $3,147-77.2% | $2,933-75.6% | $4,379-83.6% |
| Participant deferral / active EE | $1,139 | $5,118-77.7% | $4,709-75.8% | $6,730-83.1% |
| Admin fee / account holder | $418 | $7,736-94.6% | $7,244-94.2% | $14,365-97.1% |