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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 | $76,407-89.7% | $150,298-94.8% | $82,448-90.4% |
| Participation rate | 51.7% | 66.4%-14.7pp | 77.8%-26.0pp | 68.1%-16.3pp |
| Annual return | 14.38% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $517 | $2,614-80.2% | $4,154-87.6% | $2,551-79.8% |
| Participant deferral / active EE | $849 | $3,214-73.6% | $5,453-84.4% | $4,139-79.5% |
| Admin fee / account holder | $793 | $6,352-87.5% | $14,116-94.4% | $7,234-89.0% |