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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 | $16,584 | $56,116-70.4% | $135,768-87.8% | $86,983-80.9% |
| Participation rate | 37.7% | 60.1%-22.4pp | 71.1%-33.3pp | 69.5%-31.8pp |
| Annual return | 13.15% | 125.33%-112.2pp | 526.10%-512.9pp | 25.83%-12.7pp |
| Employer contribution / active EE | $887 | $1,528-41.9% | $3,394-73.9% | $2,584-65.7% |
| Participant deferral / active EE | $1,078 | $2,690-59.9% | $3,977-72.9% | $4,194-74.3% |
| Admin fee / account holder | $504 | $4,314-88.3% | $7,048-92.8% | $7,856-93.6% |