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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 | $7,107 | $37,446-81.0% | $77,552-90.8% | $79,856-91.1% |
| Participation rate | 39.6% | 41.5%-1.9pp | 54.2%-14.6pp | 69.6%-30.1pp |
| Annual return | 13.30% | 39.76%-26.5pp | 54.82%-41.5pp | 31.71%-18.4pp |
| Employer contribution / active EE | $597 | $637-6.2% | $987-39.4% | $2,471-75.8% |
| Participant deferral / active EE | $738 | $1,261-41.4% | $1,861-60.3% | $3,741-80.3% |
| Admin fee / account holder | $947 | $2,506-62.2% | $2,859-66.9% | $5,306-82.1% |