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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 | $13,655 | $77,814-82.5% | $158,223-91.4% | $86,983-84.3% |
| Participation rate | 53.7% | 68.4%-14.8pp | 79.2%-25.5pp | 69.5%-15.9pp |
| Annual return | 20.75% | 30.54%-9.8pp | 52.09%-31.3pp | 25.83%-5.1pp |
| Employer contribution / active EE | $744 | $2,592-71.3% | $4,109-81.9% | $2,584-71.2% |
| Participant deferral / active EE | $1,384 | $3,270-57.7% | $5,467-74.7% | $4,194-67.0% |
| Admin fee / account holder | $467 | $5,879-92.1% | $16,047-97.1% | $7,856-94.1% |