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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 | $8,573 | $58,627-85.4% | $76,735-88.8% | $82,448-89.6% |
| Participation rate | 49.1% | 63.2%-14.1pp | 69.5%-20.4pp | 68.1%-18.9pp |
| Annual return | 16.16% | 39.10%-22.9pp | 29.77%-13.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $914 | $1,729-47.2% | $2,454-62.8% | $2,551-64.2% |
| Participant deferral / active EE | $1,685 | $3,134-46.2% | $4,088-58.8% | $4,139-59.3% |
| Admin fee / account holder | $2,499 | $5,323-53.0% | $7,189-65.2% | $7,234-65.5% |