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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 | $21,711 | $65,712-67.0% | $57,196-62.0% | $273,972-92.1% |
| Participation rate | 44.4% | 78.3%-33.9pp | 75.3%-30.9pp | 83.0%-38.6pp |
| Annual return | 7.16% | 22.01%-14.8pp | 14.59%-7.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $750 | $3,280-77.1% | $2,683-72.0% | $4,869-84.6% |
| Participant deferral / active EE | $750 | $3,782-80.2% | $3,096-75.8% | $5,287-85.8% |
| Admin fee / account holder | $1,404 | $4,838-71.0% | $3,141-55.3% | $10,133-86.1% |