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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 | $12,951 | $48,314-73.2% | $67,561-80.8% | $80,925-84.0% |
| Participation rate | 43.8% | 66.4%-22.6pp | 72.9%-29.2pp | 67.7%-23.9pp |
| Annual return | 28.31% | 18.28%+10.0pp | 3525.44%-3497.1pp | 35.65%-7.3pp |
| Employer contribution / active EE | $1,037 | $2,022-48.7% | $2,735-62.1% | $2,756-62.4% |
| Participant deferral / active EE | $2,730 | $2,927-6.7% | $4,003-31.8% | $4,299-36.5% |
| Admin fee / account holder | $373 | $3,690-89.9% | $4,006-90.7% | $6,940-94.6% |