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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 | $9,787 | $67,823-85.6% | $52,425-81.3% | $137,256-92.9% |
| Participation rate | 40.9% | 63.9%-23.0pp | 55.6%-14.7pp | 80.0%-39.1pp |
| Annual return | 22.56% | 219.11%-196.5pp | 302.12%-279.6pp | 220.34%-197.8pp |
| Employer contribution / active EE | $554 | $1,163-52.4% | $914-39.5% | $4,156-86.7% |
| Participant deferral / active EE | $1,570 | $2,288-31.4% | $1,790-12.3% | $6,407-75.5% |
| Admin fee / account holder | $2,533 | $2,844-10.9% | $2,495+1.5% | $12,270-79.4% |