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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 | $15,298 | $77,638-80.3% | $156,551-90.2% | $62,881-75.7% |
| Participation rate | 51.4% | 71.2%-19.8pp | 84.0%-32.7pp | 69.3%-18.0pp |
| Annual return | 8.67% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $859 | $3,444-75.1% | $5,501-84.4% | $2,281-62.3% |
| Participant deferral / active EE | $2,575 | $3,046-15.4% | $4,871-47.1% | $3,203-19.6% |
| Admin fee / account holder | $428 | $5,561-92.3% | $13,028-96.7% | $4,296-90.0% |