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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 | $9,355 | $77,814-88.0% | $158,223-94.1% | $86,983-89.2% |
| Participation rate | 62.9% | 68.4%-5.6pp | 79.2%-16.3pp | 69.5%-6.7pp |
| Annual return | 23.56% | 30.54%-7.0pp | 52.09%-28.5pp | 25.83%-2.3pp |
| Employer contribution / active EE | $1,370 | $2,592-47.1% | $4,109-66.6% | $2,584-47.0% |
| Participant deferral / active EE | $1,597 | $3,270-51.2% | $5,467-70.8% | $4,194-61.9% |
| Admin fee / account holder | $368 | $5,879-93.7% | $16,047-97.7% | $7,856-95.3% |