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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 | $13,089 | $90,486-85.5% | $78,676-83.4% | $273,972-95.2% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 4.17% | 75.62%-71.4pp | 62.19%-58.0pp | 41.46%-37.3pp |
| Employer contribution / active EE | $940 | $3,175-70.4% | $2,850-67.0% | $4,869-80.7% |
| Participant deferral / active EE | $1,359 | $3,901-65.2% | $3,517-61.4% | $5,287-74.3% |
| Admin fee / account holder | $611 | $5,263-88.4% | $4,510-86.5% | $10,133-94.0% |