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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 | $8,616 | $58,275-85.2% | $81,844-89.5% | $80,935-89.4% |
| Participation rate | 22.0% | 63.5%-41.5pp | 72.4%-50.4pp | 67.7%-45.7pp |
| Annual return | 11.02% | 41.82%-30.8pp | 778.87%-767.9pp | 35.66%-24.6pp |
| Employer contribution / active EE | $438 | $2,346-81.3% | $2,916-85.0% | $2,757-84.1% |
| Participant deferral / active EE | $1,002 | $3,285-69.5% | $4,323-76.8% | $4,299-76.7% |
| Admin fee / account holder | $3,308 | $4,749-30.3% | $7,355-55.0% | $6,924-52.2% |