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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 | $20,431 | $48,432-57.8% | $121,204-83.1% | $71,511-71.4% |
| Participation rate | 63.5% | 54.3%+9.1pp | 69.5%-6.1pp | 67.9%-4.5pp |
| Annual return | 15.69% | 23.28%-7.6pp | 987.18%-971.5pp | 28.86%-13.2pp |
| Employer contribution / active EE | $880 | $1,493-41.1% | $4,170-78.9% | $2,589-66.0% |
| Participant deferral / active EE | $982 | $2,756-64.4% | $4,083-75.9% | $4,291-77.1% |
| Admin fee / account holder | $2,032 | $1,845+10.1% | $5,651-64.0% | $1,588+27.9% |