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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 | $9,893 | $78,690-87.4% | $161,489-93.9% | $87,485-88.7% |
| Participation rate | 65.5% | 67.5%-1.9pp | 78.7%-13.2pp | 68.9%-3.4pp |
| Annual return | 12.77% | 32.74%-20.0pp | 89.72%-77.0pp | 26.06%-13.3pp |
| Employer contribution / active EE | $961 | $2,588-62.9% | $4,268-77.5% | $2,596-63.0% |
| Participant deferral / active EE | $1,776 | $3,311-46.4% | $5,630-68.5% | $4,274-58.4% |
| Admin fee / account holder | $4,074 | $6,724-39.4% | $16,006-74.5% | $7,775-47.6% |