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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 | $10,070 | $32,037-68.6% | $69,182-85.4% | $62,881-84.0% |
| Participation rate | 26.7% | 43.4%-16.8pp | 55.1%-28.4pp | 69.3%-42.6pp |
| Annual return | 9.94% | 15.16%-5.2pp | -21.93%+31.9pp | 20.14%-10.2pp |
| Employer contribution / active EE | $207 | $679-69.5% | $1,206-82.8% | $2,281-90.9% |
| Participant deferral / active EE | $1,009 | $1,185-14.9% | $1,897-46.8% | $3,203-68.5% |
| Admin fee / account holder | $644 | $2,608-75.3% | $2,697-76.1% | $4,296-85.0% |