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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 | $8,952 | $37,446-76.1% | $77,513-88.5% | $79,852-88.8% |
| Participation rate | 19.7% | 41.5%-21.8pp | 54.2%-34.5pp | 69.6%-49.9pp |
| Annual return | 14.99% | 39.76%-24.8pp | 54.81%-39.8pp | 31.72%-16.7pp |
| Employer contribution / active EE | $239 | $637-62.5% | $987-75.8% | $2,471-90.3% |
| Participant deferral / active EE | $829 | $1,261-34.3% | $1,861-55.5% | $3,740-77.8% |
| Admin fee / account holder | $19,757 | $2,506+688.3% | $2,859+591.0% | $5,306+272.3% |