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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 | $18,991 | $77,814-75.6% | $158,223-88.0% | $86,983-78.2% |
| Participation rate | 55.6% | 68.4%-12.9pp | 79.2%-23.6pp | 69.5%-14.0pp |
| Annual return | 12.37% | 30.54%-18.2pp | 52.09%-39.7pp | 25.83%-13.5pp |
| Employer contribution / active EE | $328 | $2,592-87.3% | $4,109-92.0% | $2,584-87.3% |
| Participant deferral / active EE | $1,410 | $3,270-56.9% | $5,467-74.2% | $4,194-66.4% |
| Admin fee / account holder | $853 | $5,879-85.5% | $16,047-94.7% | $7,856-89.1% |