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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 | $13,591 | $49,177-72.4% | $79,467-82.9% | $64,173-78.8% |
| Participation rate | 55.2% | 65.0%-9.9pp | 73.3%-18.2pp | 69.6%-14.4pp |
| Annual return | 9.01% | -1.16%+10.2pp | 718.30%-709.3pp | 7.63%+1.4pp |
| Employer contribution / active EE | $698 | $2,076-66.4% | $2,800-75.1% | $2,381-70.7% |
| Participant deferral / active EE | $1,452 | $2,821-48.5% | $3,704-60.8% | $3,470-58.2% |
| Admin fee / account holder | $3,290 | $3,839-14.3% | $5,104-35.5% | $4,887-32.7% |