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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 | $17,594 | $81,276-78.4% | $155,574-88.7% | $80,925-78.3% |
| Participation rate | 50.9% | 66.2%-15.3pp | 78.2%-27.3pp | 67.7%-16.7pp |
| Annual return | 16.78% | 33.36%-16.6pp | 64.87%-48.1pp | 35.65%-18.9pp |
| Employer contribution / active EE | $637 | $3,103-79.5% | $4,676-86.4% | $2,756-76.9% |
| Participant deferral / active EE | $2,969 | $3,453-14.0% | $5,629-47.3% | $4,299-30.9% |
| Admin fee / account holder | $442 | $7,993-94.5% | $15,914-97.2% | $6,940-93.6% |