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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 | $10,904 | $85,060-87.2% | $70,548-84.5% | $139,456-92.2% |
| Participation rate | 46.7% | 73.9%-27.2pp | 68.3%-21.7pp | 80.3%-33.7pp |
| Annual return | 18.72% | 30.38%-11.7pp | 32.78%-14.1pp | 373.45%-354.7pp |
| Employer contribution / active EE | $1,617 | $3,911-58.7% | $2,975-45.6% | $4,753-66.0% |
| Participant deferral / active EE | $2,218 | $5,890-62.3% | $4,567-51.4% | $6,711-66.9% |
| Admin fee / account holder | $1,691 | $8,925-81.1% | $6,424-73.7% | $11,407-85.2% |