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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 | $19,218 | $100,262-80.8% | $81,370-76.4% | $145,897-86.8% |
| Participation rate | 66.7% | 74.3%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 8.75% | 34.52%-25.8pp | 24.85%-16.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | $946 | $2,979-68.3% | $2,464-61.6% | $4,663-79.7% |
| Participant deferral / active EE | $3,014 | $4,612-34.6% | $3,885-22.4% | $6,689-54.9% |
| Admin fee / account holder | $1,232 | $8,163-84.9% | $5,749-78.6% | $13,390-90.8% |