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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 | $15,377 | $77,814-80.2% | $158,223-90.3% | $86,983-82.3% |
| Participation rate | 34.6% | 68.4%-33.8pp | 79.2%-44.6pp | 69.5%-34.9pp |
| Annual return | 15.03% | 30.54%-15.5pp | 52.09%-37.1pp | 25.83%-10.8pp |
| Employer contribution / active EE | $484 | $2,592-81.3% | $4,109-88.2% | $2,584-81.3% |
| Participant deferral / active EE | $987 | $3,270-69.8% | $5,467-81.9% | $4,194-76.5% |
| Admin fee / account holder | $774 | $5,879-86.8% | $16,047-95.2% | $7,856-90.1% |