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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 | $13,196 | $90,486-85.4% | $78,676-83.2% | $273,972-95.2% |
| Participation rate | 45.5% | 76.5%-31.1pp | 73.6%-28.1pp | 83.0%-37.6pp |
| Annual return | 5.62% | 75.62%-70.0pp | 62.19%-56.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $223 | $3,175-93.0% | $2,850-92.2% | $4,869-95.4% |
| Participant deferral / active EE | $550 | $3,901-85.9% | $3,517-84.4% | $5,287-89.6% |
| Admin fee / account holder | $1,689 | $5,263-67.9% | $4,510-62.6% | $10,133-83.3% |