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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 | $8,679 | $45,343-80.9% | $150,298-94.2% | $67,986-87.2% |
| Participation rate | 26.3% | 51.9%-25.5pp | 77.8%-51.4pp | 57.2%-30.9pp |
| Annual return | 14.36% | 33.28%-18.9pp | 62.79%-48.4pp | 31.67%-17.3pp |
| Employer contribution / active EE | $376 | $1,462-74.3% | $4,154-91.0% | $2,019-81.4% |
| Participant deferral / active EE | $844 | $2,055-58.9% | $5,453-84.5% | $3,358-74.9% |
| Admin fee / account holder | $750 | $2,250-66.7% | $14,116-94.7% | $3,203-76.6% |