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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 | $14,475 | $58,311-75.2% | $81,882-82.3% | $80,959-82.1% |
| Participation rate | 27.3% | 63.5%-36.2pp | 72.4%-45.1pp | 67.7%-40.4pp |
| Annual return | 17.01% | 41.85%-24.8pp | 779.47%-762.5pp | 35.67%-18.7pp |
| Employer contribution / active EE | $704 | $2,347-70.0% | $2,916-75.8% | $2,757-74.4% |
| Participant deferral / active EE | $1,829 | $3,287-44.4% | $4,323-57.7% | $4,300-57.5% |
| Admin fee / account holder | $396 | $4,752-91.7% | $7,360-94.6% | $6,925-94.3% |