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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 | $9,118 | $57,590-84.2% | $86,233-89.4% | $82,448-88.9% |
| Participation rate | 52.2% | 57.9%-5.7pp | 69.0%-16.8pp | 68.1%-15.9pp |
| Annual return | 15.29% | 22.41%-7.1pp | 61.39%-46.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $808 | $1,655-51.2% | $2,504-67.8% | $2,551-68.3% |
| Participant deferral / active EE | $2,453 | $3,080-20.3% | $4,559-46.2% | $4,139-40.7% |
| Admin fee / account holder | $4,466 | $4,730-5.6% | $8,342-46.5% | $7,234-38.3% |