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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 | $7,455 | $69,248-89.2% | $64,101-88.4% | $139,466-94.7% |
| Participation rate | 26.7% | 75.6%-48.9pp | 72.3%-45.6pp | 80.3%-53.7pp |
| Annual return | 33.74% | 45.95%-12.2pp | 33.72%0pp | 373.66%-339.9pp |
| Employer contribution / active EE | $543 | $3,185-83.0% | $2,749-80.3% | $4,754-88.6% |
| Participant deferral / active EE | $835 | $4,682-82.2% | $3,881-78.5% | $6,712-87.6% |
| Admin fee / account holder | $1,092 | $4,247-74.3% | $3,070-64.4% | $11,409-90.4% |