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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 | $12,288 | $69,248-82.3% | $64,101-80.8% | $139,466-91.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 12.75% | 45.95%-33.2pp | 33.72%-21.0pp | 373.66%-360.9pp |
| Employer contribution / active EE | $712 | $3,185-77.6% | $2,749-74.1% | $4,754-85.0% |
| Participant deferral / active EE | $2,263 | $4,682-51.7% | $3,881-41.7% | $6,712-66.3% |
| Admin fee / account holder | $3,734 | $4,247-12.1% | $3,070+21.6% | $11,409-67.3% |