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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 | $14,355 | $56,116-74.4% | $135,768-89.4% | $86,983-83.5% |
| Participation rate | 51.4% | 60.1%-8.8pp | 71.1%-19.7pp | 69.5%-18.2pp |
| Annual return | 13.00% | 125.33%-112.3pp | 526.10%-513.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $801 | $1,528-47.6% | $3,394-76.4% | $2,584-69.0% |
| Participant deferral / active EE | $1,913 | $2,690-28.9% | $3,977-51.9% | $4,194-54.4% |
| Admin fee / account holder | $946 | $4,314-78.1% | $7,048-86.6% | $7,856-88.0% |