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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 | $9,334 | $58,258-84.0% | $81,820-88.6% | $80,925-88.5% |
| Participation rate | 32.5% | 63.5%-31.0pp | 72.4%-39.9pp | 67.7%-35.2pp |
| Annual return | 20.07% | 41.76%-21.7pp | 777.93%-757.9pp | 35.65%-15.6pp |
| Employer contribution / active EE | $607 | $2,345-74.1% | $2,915-79.2% | $2,756-78.0% |
| Participant deferral / active EE | $886 | $3,284-73.0% | $4,323-79.5% | $4,299-79.4% |
| Admin fee / account holder | $753 | $4,976-84.9% | $7,391-89.8% | $6,940-89.1% |