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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 | $13,750 | $65,712-79.1% | $57,196-76.0% | $273,972-95.0% |
| Participation rate | 45.8% | 78.3%-32.5pp | 75.3%-29.5pp | 83.0%-37.2pp |
| Annual return | 4.83% | 22.01%-17.2pp | 14.59%-9.8pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,837 | $3,280-44.0% | $2,683-31.5% | $4,869-62.3% |
| Participant deferral / active EE | $2,667 | $3,782-29.5% | $3,096-13.8% | $5,287-49.5% |
| Admin fee / account holder | $977 | $4,838-79.8% | $3,141-68.9% | $10,133-90.4% |