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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 | $14,024 | $46,534-69.9% | $64,097-78.1% | $75,177-81.3% |
| Participation rate | 52.1% | 65.9%-13.8pp | 72.3%-20.2pp | 67.2%-15.1pp |
| Annual return | 20.04% | 26.07%-6.0pp | 33.75%-13.7pp | 160.75%-140.7pp |
| Employer contribution / active EE | $1,097 | $1,976-44.5% | $2,750-60.1% | $2,671-58.9% |
| Participant deferral / active EE | $876 | $2,835-69.1% | $3,881-77.4% | $4,126-78.8% |
| Admin fee / account holder | $517 | $2,957-82.5% | $3,070-83.2% | $5,651-90.9% |