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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 | $9,533 | $87,166-89.1% | $76,735-87.6% | $137,256-93.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 17.99% | 26.50%-8.5pp | 29.77%-11.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $781 | $2,904-73.1% | $2,454-68.2% | $4,156-81.2% |
| Participant deferral / active EE | $1,607 | $4,726-66.0% | $4,088-60.7% | $6,407-74.9% |
| Admin fee / account holder | $737 | $8,403-91.2% | $7,189-89.7% | $12,270-94.0% |