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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 | $14,926 | $76,407-80.5% | $150,298-90.1% | $82,448-81.9% |
| Participation rate | 35.5% | 66.4%-30.9pp | 77.8%-42.2pp | 68.1%-32.5pp |
| Annual return | 15.14% | 39.99%-24.9pp | 62.79%-47.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $427 | $2,614-83.7% | $4,154-89.7% | $2,551-83.3% |
| Participant deferral / active EE | $925 | $3,214-71.2% | $5,453-83.0% | $4,139-77.7% |
| Admin fee / account holder | $3,596 | $6,352-43.4% | $14,116-74.5% | $7,234-50.3% |