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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 | $22,747 | $110,093-79.3% | $97,295-76.6% | $145,897-84.4% |
| Participation rate | 52.6% | 75.9%-23.3pp | 72.7%-20.0pp | 80.3%-27.7pp |
| Annual return | 12.55% | 244.76%-232.2pp | 75.62%-63.1pp | 552.29%-539.7pp |
| Employer contribution / active EE | $459 | $3,077-85.1% | $2,723-83.1% | $4,663-90.2% |
| Participant deferral / active EE | $2,722 | $4,678-41.8% | $4,264-36.2% | $6,689-59.3% |
| Admin fee / account holder | $751 | $6,212-87.9% | $5,646-86.7% | $13,390-94.4% |