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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 | $9,962 | $35,183-71.7% | $73,550-86.5% | $70,126-85.8% |
| Participation rate | 39.5% | 42.9%-3.5pp | 54.9%-15.5pp | 69.5%-30.1pp |
| Annual return | 18.02% | 26.90%-8.9pp | -15.16%+33.2pp | 73.15%-55.1pp |
| Employer contribution / active EE | $310 | $709-56.3% | $1,219-74.6% | $2,343-86.8% |
| Participant deferral / active EE | $390 | $1,220-68.1% | $1,804-78.4% | $3,332-88.3% |
| Admin fee / account holder | $1,262 | $2,302-45.2% | $2,320-45.6% | $4,645-72.8% |