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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 | $12,859 | $81,233-84.2% | $155,567-91.7% | $80,874-84.1% |
| Participation rate | 59.0% | 66.2%-7.3pp | 78.2%-19.2pp | 67.6%-8.7pp |
| Annual return | 19.04% | 33.33%-14.3pp | 64.74%-45.7pp | 35.62%-16.6pp |
| Employer contribution / active EE | $1,506 | $3,101-51.4% | $4,674-67.8% | $2,756-45.3% |
| Participant deferral / active EE | $2,181 | $3,452-36.8% | $5,628-61.3% | $4,297-49.3% |
| Admin fee / account holder | $338 | $7,998-95.8% | $15,916-97.9% | $6,935-95.1% |