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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 | $94,439-89.6% | $73,658-86.7% | $154,746-93.7% |
| Participation rate | 40.9% | 64.7%-23.8pp | 57.0%-16.1pp | 80.7%-39.8pp |
| Annual return | 22.56% | 28.25%-5.7pp | 29.72%-7.2pp | 172.34%-149.8pp |
| Employer contribution / active EE | $554 | $1,257-56.0% | $1,032-46.4% | $4,379-87.4% |
| Participant deferral / active EE | $1,570 | $2,527-37.9% | $2,062-23.9% | $6,730-76.7% |
| Admin fee / account holder | $2,533 | $3,843-34.1% | $3,357-24.5% | $14,365-82.4% |