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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 | $9,489 | $81,358-88.3% | $155,556-93.9% | $80,959-88.3% |
| Participation rate | 32.3% | 66.3%-34.0pp | 78.2%-46.0pp | 67.7%-35.4pp |
| Annual return | 23.34% | 33.39%-10.0pp | 64.84%-41.5pp | 35.67%-12.3pp |
| Employer contribution / active EE | $827 | $3,106-73.4% | $4,675-82.3% | $2,757-70.0% |
| Participant deferral / active EE | $1,879 | $3,455-45.6% | $5,631-66.6% | $4,300-56.3% |
| Admin fee / account holder | $565 | $7,994-92.9% | $15,885-96.4% | $6,925-91.8% |