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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 | $81,262-88.3% | $155,602-93.9% | $80,911-88.2% |
| Participation rate | 46.8% | 66.2%-19.4pp | 78.2%-31.4pp | 67.6%-20.8pp |
| Annual return | 11.12% | 33.34%-22.2pp | 64.81%-53.7pp | 35.63%-24.5pp |
| Employer contribution / active EE | $451 | $3,102-85.4% | $4,675-90.3% | $2,756-83.6% |
| Participant deferral / active EE | $1,069 | $3,451-69.0% | $5,629-81.0% | $4,297-75.1% |
| Admin fee / account holder | $1,192 | $7,992-85.1% | $15,923-92.5% | $6,935-82.8% |