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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 | $12,653 | $111,535-88.7% | $105,223-88.0% | $137,256-90.8% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 25.97% | 237.85%-211.9pp | 180.65%-154.7pp | 220.34%-194.4pp |
| Employer contribution / active EE | $1,296 | $3,939-67.1% | $3,689-64.9% | $4,156-68.8% |
| Participant deferral / active EE | $3,184 | $5,500-42.1% | $5,072-37.2% | $6,407-50.3% |
| Admin fee / account holder | $870 | $9,721-91.1% | $8,859-90.2% | $12,270-92.9% |