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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 | $13,251 | $48,078-72.4% | $78,676-83.2% | $62,881-78.9% |
| Participation rate | 50.9% | 65.2%-14.3pp | 73.6%-22.7pp | 69.3%-18.4pp |
| Annual return | 10.53% | 31.36%-20.8pp | 62.19%-51.7pp | 20.14%-9.6pp |
| Employer contribution / active EE | $934 | $2,015-53.6% | $2,850-67.2% | $2,281-59.1% |
| Participant deferral / active EE | $1,293 | $2,587-50.0% | $3,517-63.2% | $3,203-59.6% |
| Admin fee / account holder | $508 | $3,206-84.2% | $4,510-88.7% | $4,296-88.2% |