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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 | $17,092 | $91,179-81.3% | $178,499-90.4% | $79,852-78.6% |
| Participation rate | 38.9% | 69.2%-30.3pp | 81.9%-43.0pp | 69.6%-30.7pp |
| Annual return | 11.01% | 24.19%-13.2pp | 151.10%-140.1pp | 31.72%-20.7pp |
| Employer contribution / active EE | $515 | $3,256-84.2% | $5,011-89.7% | $2,471-79.2% |
| Participant deferral / active EE | $931 | $3,236-71.2% | $5,202-82.1% | $3,740-75.1% |
| Admin fee / account holder | $852 | $6,749-87.4% | $13,986-93.9% | $5,306-83.9% |