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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 | $11,417 | $77,908-85.3% | $149,696-92.4% | $75,173-84.8% |
| Participation rate | 30.2% | 65.6%-35.4pp | 78.8%-48.6pp | 67.2%-37.0pp |
| Annual return | 25.42% | 31.73%-6.3pp | 134.46%-109.0pp | 160.72%-135.3pp |
| Employer contribution / active EE | $855 | $3,138-72.7% | $4,821-82.3% | $2,671-68.0% |
| Participant deferral / active EE | $2,051 | $3,411-39.9% | $5,682-63.9% | $4,126-50.3% |
| Admin fee / account holder | $2,172 | $5,950-63.5% | $13,212-83.6% | $5,651-61.6% |