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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 | $10,827 | $69,230-84.4% | $64,085-83.1% | $139,427-92.2% |
| Participation rate | 69.6% | 75.6%-6.0pp | 72.3%-2.7pp | 80.3%-10.8pp |
| Annual return | 12.61% | 45.89%-33.3pp | 33.69%-21.1pp | 373.27%-360.7pp |
| Employer contribution / active EE | $502 | $3,182-84.2% | $2,747-81.7% | $4,752-89.4% |
| Participant deferral / active EE | $3,296 | $4,681-29.6% | $3,881-15.1% | $6,711-50.9% |
| Admin fee / account holder | $1,111 | $4,246-73.8% | $3,069-63.8% | $11,404-90.3% |