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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 | $15,059 | $77,638-80.6% | $156,551-90.4% | $62,881-76.1% |
| Participation rate | 38.5% | 71.2%-32.7pp | 84.0%-45.6pp | 69.3%-30.8pp |
| Annual return | 5.51% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $443 | $3,444-87.1% | $5,501-91.9% | $2,281-80.6% |
| Participant deferral / active EE | $1,342 | $3,046-55.9% | $4,871-72.4% | $3,203-58.1% |
| Admin fee / account holder | $4,622 | $5,561-16.9% | $13,028-64.5% | $4,296+7.6% |