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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 | $15,904 | $103,000-84.6% | $90,300-82.4% | $152,885-89.6% |
| Participation rate | 46.7% | 75.9%-29.2pp | 73.3%-26.6pp | 82.5%-35.8pp |
| Annual return | 13.51% | 95.19%-81.7pp | 78.11%-64.6pp | 345.39%-331.9pp |
| Employer contribution / active EE | $1,015 | $3,138-67.7% | $2,854-64.4% | $4,763-78.7% |
| Participant deferral / active EE | $2,370 | $4,281-44.6% | $3,884-39.0% | $5,851-59.5% |
| Admin fee / account holder | $383 | $6,173-93.8% | $5,353-92.8% | $11,598-96.7% |