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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 | $10,297 | $58,311-82.3% | $81,882-87.4% | $80,959-87.3% |
| Participation rate | 45.9% | 63.5%-17.5pp | 72.4%-26.4pp | 67.7%-21.7pp |
| Annual return | 14.55% | 41.85%-27.3pp | 779.47%-764.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $519 | $2,347-77.9% | $2,916-82.2% | $2,757-81.2% |
| Participant deferral / active EE | $917 | $3,287-72.1% | $4,323-78.8% | $4,300-78.7% |
| Admin fee / account holder | $837 | $4,752-82.4% | $7,360-88.6% | $6,925-87.9% |