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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 | $17,439 | $93,064-81.3% | $74,577-76.6% | $273,972-93.6% |
| Participation rate | 34.8% | 74.9%-40.2pp | 68.1%-33.3pp | 83.0%-48.2pp |
| Annual return | 5.72% | 26.18%-20.5pp | 20.47%-14.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $437 | $3,160-86.2% | $2,525-82.7% | $4,869-91.0% |
| Participant deferral / active EE | $525 | $4,160-87.4% | $3,458-84.8% | $5,287-90.1% |
| Admin fee / account holder | $500 | $5,273-90.5% | $4,138-87.9% | $10,133-95.1% |