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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 | $81,331-83.3% | $155,534-91.3% | $80,935-83.2% |
| Participation rate | 41.7% | 66.3%-24.6pp | 78.2%-36.6pp | 67.7%-26.0pp |
| Annual return | 14.34% | 33.37%-19.0pp | 64.92%-50.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $979 | $3,105-68.5% | $4,675-79.1% | $2,757-64.5% |
| Participant deferral / active EE | $2,077 | $3,454-39.9% | $5,630-63.1% | $4,299-51.7% |
| Admin fee / account holder | $2,397 | $7,999-70.0% | $15,900-84.9% | $6,924-65.4% |