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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 | $14,289 | $65,712-78.3% | $57,196-75.0% | $273,972-94.8% |
| Participation rate | 69.6% | 78.3%-8.8pp | 75.3%-5.8pp | 83.0%-13.5pp |
| Annual return | 7.31% | 22.01%-14.7pp | 14.59%-7.3pp | 41.46%-34.1pp |
| Employer contribution / active EE | $304 | $3,280-90.7% | $2,683-88.7% | $4,869-93.8% |
| Participant deferral / active EE | $1,320 | $3,782-65.1% | $3,096-57.4% | $5,287-75.0% |
| Admin fee / account holder | $978 | $4,838-79.8% | $3,141-68.9% | $10,133-90.3% |