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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 | $11,872 | $51,895-77.1% | $93,063-87.2% | $79,634-85.1% |
| Participation rate | 34.1% | 52.6%-18.4pp | 72.1%-38.0pp | 62.5%-28.4pp |
| Annual return | 20.89% | 18.14%+2.8pp | 34.15%-13.3pp | 36.46%-15.6pp |
| Employer contribution / active EE | $615 | $1,561-60.6% | $2,476-75.1% | $2,529-75.7% |
| Participant deferral / active EE | $928 | $2,964-68.7% | $3,958-76.5% | $3,835-75.8% |
| Admin fee / account holder | $342 | $657-48.0% | $6,033-94.3% | $1,002-65.9% |