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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 | $15,193 | $93,064-83.7% | $74,577-79.6% | $273,972-94.5% |
| Participation rate | 46.7% | 74.9%-28.3pp | 68.1%-21.4pp | 83.0%-36.3pp |
| Annual return | 10.68% | 26.18%-15.5pp | 20.47%-9.8pp | 41.46%-30.8pp |
| Employer contribution / active EE | $1,244 | $3,160-60.6% | $2,525-50.8% | $4,869-74.5% |
| Participant deferral / active EE | $3,394 | $4,160-18.4% | $3,458-1.8% | $5,287-35.8% |
| Admin fee / account holder | $1,464 | $5,273-72.2% | $4,138-64.6% | $10,133-85.6% |