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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 | $111,787-87.1% | $93,681-84.6% | $145,978-90.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 10.27% | 203.52%-193.2pp | 133.47%-123.2pp | 550.52%-540.2pp |
| Employer contribution / active EE | $781 | $3,093-74.8% | $2,422-67.8% | $4,662-83.3% |
| Participant deferral / active EE | $1,561 | $4,918-68.3% | $4,415-64.6% | $6,690-76.7% |
| Admin fee / account holder | $2,728 | $10,256-73.4% | $8,290-67.1% | $13,400-79.6% |