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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 | $13,605 | $81,276-83.3% | $155,574-91.3% | $80,925-83.2% |
| Participation rate | 41.7% | 66.2%-24.6pp | 78.2%-36.5pp | 67.7%-26.0pp |
| Annual return | 14.34% | 33.36%-19.0pp | 64.87%-50.5pp | 35.65%-21.3pp |
| Employer contribution / active EE | $979 | $3,103-68.5% | $4,676-79.1% | $2,756-64.5% |
| Participant deferral / active EE | $2,077 | $3,453-39.9% | $5,629-63.1% | $4,299-51.7% |
| Admin fee / account holder | $2,397 | $7,993-70.0% | $15,914-84.9% | $6,940-65.5% |