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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 | $9,499 | $81,262-88.3% | $155,602-93.9% | $80,911-88.3% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 28.29% | 33.34%-5.1pp | 64.81%-36.5pp | 35.63%-7.3pp |
| Employer contribution / active EE | $1,307 | $3,102-57.9% | $4,675-72.0% | $2,756-52.6% |
| Participant deferral / active EE | $2,503 | $3,451-27.5% | $5,629-55.5% | $4,297-41.7% |
| Admin fee / account holder | $689 | $7,992-91.4% | $15,923-95.7% | $6,935-90.1% |