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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 | $9,375 | $57,119-83.6% | $85,187-89.0% | $80,935-88.4% |
| Participation rate | 54.8% | 56.4%-1.6pp | 67.5%-12.8pp | 67.7%-12.9pp |
| Annual return | 12.07% | 21.70%-9.6pp | 66.67%-54.6pp | 35.66%-23.6pp |
| Employer contribution / active EE | $943 | $1,802-47.6% | $2,732-65.5% | $2,757-65.8% |
| Participant deferral / active EE | $1,488 | $3,115-52.2% | $4,525-67.1% | $4,299-65.4% |
| Admin fee / account holder | $417 | $4,990-91.6% | $6,162-93.2% | $6,924-94.0% |