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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 | $19,504 | $106,247-81.6% | $96,515-79.8% | $139,466-86.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 15.96% | 38.47%-22.5pp | 35.73%-19.8pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,874 | $4,106-54.4% | $3,740-49.9% | $4,754-60.6% |
| Participant deferral / active EE | $2,491 | $5,456-54.3% | $4,880-49.0% | $6,712-62.9% |
| Admin fee / account holder | $307 | $7,885-96.1% | $6,735-95.4% | $11,409-97.3% |