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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 | $109,967-79.3% | $97,197-76.6% | $145,877-84.4% |
| Participation rate | 52.6% | 76.0%-23.3pp | 72.7%-20.1pp | 80.3%-27.7pp |
| Annual return | 12.55% | 244.27%-231.7pp | 75.47%-62.9pp | 551.28%-538.7pp |
| Employer contribution / active EE | $459 | $3,077-85.1% | $2,723-83.1% | $4,663-90.2% |
| Participant deferral / active EE | $2,722 | $4,676-41.8% | $4,263-36.2% | $6,691-59.3% |
| Admin fee / account holder | $751 | $6,199-87.9% | $5,637-86.7% | $13,402-94.4% |