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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 | $100,147-80.8% | $81,286-76.4% | $145,877-86.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 8.75% | 34.44%-25.7pp | 24.80%-16.0pp | 551.28%-542.5pp |
| Employer contribution / active EE | $946 | $2,977-68.2% | $2,463-61.6% | $4,663-79.7% |
| Participant deferral / active EE | $3,014 | $4,607-34.6% | $3,883-22.4% | $6,691-54.9% |
| Admin fee / account holder | $1,232 | $8,201-85.0% | $5,764-78.6% | $13,402-90.8% |