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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 | $12,457 | $58,311-78.6% | $81,882-84.8% | $80,959-84.6% |
| Participation rate | 66.1% | 63.5%+2.6pp | 72.4%-6.3pp | 67.7%-1.6pp |
| Annual return | 12.71% | 41.85%-29.1pp | 779.47%-766.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $395 | $2,347-83.2% | $2,916-86.4% | $2,757-85.7% |
| Participant deferral / active EE | $1,508 | $3,287-54.1% | $4,323-65.1% | $4,300-64.9% |
| Admin fee / account holder | $3,450 | $4,752-27.4% | $7,360-53.1% | $6,925-50.2% |