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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 | $17,902 | $90,486-80.2% | $78,676-77.2% | $273,972-93.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 5.46% | 75.62%-70.2pp | 62.19%-56.7pp | 41.46%-36.0pp |
| Employer contribution / active EE | $528 | $3,175-83.4% | $2,850-81.5% | $4,869-89.2% |
| Participant deferral / active EE | $750 | $3,901-80.8% | $3,517-78.7% | $5,287-85.8% |
| Admin fee / account holder | $461 | $5,263-91.2% | $4,510-89.8% | $10,133-95.5% |