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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 | $13,133 | $58,311-77.5% | $81,882-84.0% | $80,959-83.8% |
| Participation rate | 31.7% | 63.5%-31.8pp | 72.4%-40.7pp | 67.7%-36.0pp |
| Annual return | 19.12% | 41.85%-22.7pp | 779.47%-760.4pp | 35.67%-16.5pp |
| Employer contribution / active EE | $655 | $2,347-72.1% | $2,916-77.5% | $2,757-76.2% |
| Participant deferral / active EE | $1,638 | $3,287-50.2% | $4,323-62.1% | $4,300-61.9% |
| Admin fee / account holder | $1,436 | $4,752-69.8% | $7,360-80.5% | $6,925-79.3% |