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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 | $8,767 | $37,446-76.6% | $77,513-88.7% | $79,852-89.0% |
| Participation rate | 50.7% | 41.5%+9.2pp | 54.2%-3.5pp | 69.6%-18.9pp |
| Annual return | 10.82% | 39.76%-28.9pp | 54.81%-44.0pp | 31.72%-20.9pp |
| Employer contribution / active EE | $219 | $637-65.7% | $987-77.8% | $2,471-91.2% |
| Participant deferral / active EE | $357 | $1,261-71.7% | $1,861-80.8% | $3,740-90.4% |
| Admin fee / account holder | $405 | $2,506-83.8% | $2,859-85.8% | $5,306-92.4% |