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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 | $15,173 | $81,331-81.3% | $155,534-90.2% | $80,935-81.3% |
| Participation rate | 34.6% | 66.3%-31.7pp | 78.2%-43.7pp | 67.7%-33.1pp |
| Annual return | 12.03% | 33.37%-21.3pp | 64.92%-52.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $475 | $3,105-84.7% | $4,675-89.8% | $2,757-82.8% |
| Participant deferral / active EE | $1,337 | $3,454-61.3% | $5,630-76.3% | $4,299-68.9% |
| Admin fee / account holder | $1,902 | $7,999-76.2% | $15,900-88.0% | $6,924-72.5% |