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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 | $58,311-84.0% | $81,882-88.6% | $80,959-88.5% |
| Participation rate | 32.5% | 63.5%-31.0pp | 72.4%-39.9pp | 67.7%-35.2pp |
| Annual return | 20.07% | 41.85%-21.8pp | 779.47%-759.4pp | 35.67%-15.6pp |
| Employer contribution / active EE | $607 | $2,347-74.1% | $2,916-79.2% | $2,757-78.0% |
| Participant deferral / active EE | $886 | $3,287-73.0% | $4,323-79.5% | $4,300-79.4% |
| Admin fee / account holder | $753 | $4,752-84.2% | $7,360-89.8% | $6,925-89.1% |