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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 | $12,833 | $51,638-75.1% | $68,368-81.2% | $82,448-84.4% |
| Participation rate | 28.6% | 63.6%-35.0pp | 73.8%-45.2pp | 68.1%-39.5pp |
| Annual return | 14.67% | 37.53%-22.9pp | 292.57%-277.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $310 | $2,047-84.9% | $2,649-88.3% | $2,551-87.8% |
| Participant deferral / active EE | $1,127 | $2,914-61.3% | $4,123-72.7% | $4,139-72.8% |
| Admin fee / account holder | $393 | $4,643-91.5% | $5,150-92.4% | $7,234-94.6% |