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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 | $13,810 | $47,105-70.7% | $68,368-79.8% | $67,986-79.7% |
| Participation rate | 41.3% | 51.8%-10.5pp | 73.8%-32.4pp | 57.2%-15.9pp |
| Annual return | 14.76% | 48.37%-33.6pp | 292.57%-277.8pp | 31.67%-16.9pp |
| Employer contribution / active EE | $386 | $1,859-79.3% | $2,649-85.4% | $2,019-80.9% |
| Participant deferral / active EE | $511 | $2,374-78.5% | $4,123-87.6% | $3,358-84.8% |
| Admin fee / account holder | $718 | $2,435-70.5% | $5,150-86.1% | $3,203-77.6% |