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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 | $74,279 | $37,446+98.4% | $77,552-4.2% | $79,856-7.0% |
| Participation rate | 7.8% | 41.5%-33.7pp | 54.2%-46.4pp | 69.6%-61.9pp |
| Annual return | 12.72% | 39.76%-27.0pp | 54.82%-42.1pp | 31.71%-19.0pp |
| Employer contribution / active EE | $172 | $637-73.0% | $987-82.6% | $2,471-93.0% |
| Participant deferral / active EE | $797 | $1,261-36.8% | $1,861-57.2% | $3,741-78.7% |
| Admin fee / account holder | $588 | $2,506-76.5% | $2,859-79.4% | $5,306-88.9% |