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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 | $15,649 | $84,236-81.4% | $170,435-90.8% | $70,126-77.7% |
| Participation rate | 50.5% | 70.8%-20.3pp | 83.6%-33.1pp | 69.5%-19.0pp |
| Annual return | 16.07% | 23.06%-7.0pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $504 | $3,387-85.1% | $5,432-90.7% | $2,343-78.5% |
| Participant deferral / active EE | $1,309 | $3,086-57.6% | $4,939-73.5% | $3,332-60.7% |
| Admin fee / account holder | $703 | $5,698-87.7% | $13,881-94.9% | $4,645-84.9% |