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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 | $12,651 | $69,248-81.7% | $64,101-80.3% | $139,466-90.9% |
| Participation rate | 25.0% | 75.6%-50.6pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 11.40% | 45.95%-34.6pp | 33.72%-22.3pp | 373.66%-362.3pp |
| Employer contribution / active EE | $788 | $3,185-75.3% | $2,749-71.3% | $4,754-83.4% |
| Participant deferral / active EE | $1,157 | $4,682-75.3% | $3,881-70.2% | $6,712-82.8% |
| Admin fee / account holder | $1,246 | $4,247-70.7% | $3,070-59.4% | $11,409-89.1% |