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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 | $9,103 | $35,183-74.1% | $73,550-87.6% | $70,126-87.0% |
| Participation rate | 24.0% | 42.9%-18.9pp | 54.9%-30.9pp | 69.5%-45.5pp |
| Annual return | 20.30% | 26.90%-6.6pp | -15.16%+35.5pp | 73.15%-52.9pp |
| Employer contribution / active EE | $394 | $709-44.5% | $1,219-67.7% | $2,343-83.2% |
| Participant deferral / active EE | $504 | $1,220-58.7% | $1,804-72.1% | $3,332-84.9% |
| Admin fee / account holder | $5,697 | $2,302+147.5% | $2,320+145.6% | $4,645+22.6% |