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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 | $14,465 | $111,814-87.1% | $93,654-84.6% | $145,959-90.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 10.27% | 203.30%-193.0pp | 133.34%-123.1pp | 561.95%-551.7pp |
| Employer contribution / active EE | $781 | $3,092-74.7% | $2,421-67.7% | $4,661-83.2% |
| Participant deferral / active EE | $1,561 | $4,914-68.2% | $4,413-64.6% | $6,689-76.7% |
| Admin fee / account holder | $2,728 | $10,246-73.4% | $8,282-67.1% | $13,398-79.6% |