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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 | $9,542 | $76,407-87.5% | $150,298-93.7% | $82,448-88.4% |
| Participation rate | 55.8% | 66.4%-10.6pp | 77.8%-21.9pp | 68.1%-12.2pp |
| Annual return | 39.83% | 39.99%-0.2pp | 62.79%-23.0pp | 41.64%-1.8pp |
| Employer contribution / active EE | $463 | $2,614-82.3% | $4,154-88.9% | $2,551-81.9% |
| Participant deferral / active EE | $1,137 | $3,214-64.6% | $5,453-79.2% | $4,139-72.5% |
| Admin fee / account holder | $954 | $6,352-85.0% | $14,116-93.2% | $7,234-86.8% |