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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 | $58,275-82.4% | $81,844-87.5% | $80,935-87.3% |
| Participation rate | 43.8% | 63.5%-19.6pp | 72.4%-28.5pp | 67.7%-23.8pp |
| Annual return | 18.75% | 41.82%-23.1pp | 778.87%-760.1pp | 35.66%-16.9pp |
| Employer contribution / active EE | $957 | $2,346-59.2% | $2,916-67.2% | $2,757-65.3% |
| Participant deferral / active EE | $1,565 | $3,285-52.4% | $4,323-63.8% | $4,299-63.6% |
| Admin fee / account holder | $425 | $4,749-91.1% | $7,355-94.2% | $6,924-93.9% |