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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 | $10,251 | $58,241-82.4% | $81,780-87.5% | $80,911-87.3% |
| Participation rate | 43.8% | 63.4%-19.6pp | 72.4%-28.5pp | 67.6%-23.8pp |
| Annual return | 18.75% | 41.73%-23.0pp | 776.27%-757.5pp | 35.63%-16.9pp |
| Employer contribution / active EE | $957 | $2,343-59.2% | $2,914-67.2% | $2,756-65.3% |
| Participant deferral / active EE | $1,565 | $3,283-52.3% | $4,321-63.8% | $4,297-63.6% |
| Admin fee / account holder | $425 | $4,973-91.5% | $7,384-94.3% | $6,935-93.9% |