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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 | $9,519 | $81,331-88.3% | $155,534-93.9% | $80,935-88.2% |
| Participation rate | 46.8% | 66.3%-19.4pp | 78.2%-31.4pp | 67.7%-20.9pp |
| Annual return | 11.12% | 33.37%-22.2pp | 64.92%-53.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $451 | $3,105-85.5% | $4,675-90.3% | $2,757-83.6% |
| Participant deferral / active EE | $1,069 | $3,454-69.1% | $5,630-81.0% | $4,299-75.1% |
| Admin fee / account holder | $1,192 | $7,999-85.1% | $15,900-92.5% | $6,924-82.8% |