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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 | $7,884 | $75,541-89.6% | $152,093-94.8% | $82,637-90.5% |
| Participation rate | 51.7% | 66.5%-14.8pp | 77.8%-26.0pp | 68.1%-16.3pp |
| Annual return | 14.38% | 32.56%-18.2pp | 66.36%-52.0pp | 53.51%-39.1pp |
| Employer contribution / active EE | $517 | $2,622-80.3% | $4,175-87.6% | $2,552-79.8% |
| Participant deferral / active EE | $849 | $3,206-73.5% | $5,451-84.4% | $4,126-79.4% |
| Admin fee / account holder | $793 | $6,405-87.6% | $14,497-94.5% | $7,339-89.2% |