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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 | $11,326 | $41,016-72.4% | $152,093-92.6% | $64,097-82.3% |
| Participation rate | 47.8% | 51.3%-3.5pp | 77.8%-29.9pp | 55.2%-7.4pp |
| Annual return | 22.05% | 39.60%-17.5pp | 66.36%-44.3pp | 34.64%-12.6pp |
| Employer contribution / active EE | $575 | $1,342-57.1% | $4,175-86.2% | $1,891-69.6% |
| Participant deferral / active EE | $1,354 | $1,927-29.7% | $5,451-75.2% | $3,080-56.0% |
| Admin fee / account holder | $496 | $2,305-78.5% | $14,497-96.6% | $3,454-85.6% |