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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 | $7,686 | $37,436-79.5% | $77,513-90.1% | $79,858-90.4% |
| Participation rate | 10.3% | 41.5%-31.2pp | 54.2%-43.9pp | 69.6%-59.3pp |
| Annual return | 32.71% | 39.75%-7.0pp | 54.81%-22.1pp | 31.72%+1.0pp |
| Employer contribution / active EE | $223 | $637-64.9% | $987-77.4% | $2,471-91.0% |
| Participant deferral / active EE | $351 | $1,261-72.1% | $1,861-81.1% | $3,740-90.6% |
| Admin fee / account holder | $410 | $2,505-83.6% | $2,859-85.6% | $5,306-92.3% |