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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 | $24,301 | $51,222-52.6% | $70,544-65.6% | $75,173-67.7% |
| Participation rate | 60.6% | 61.0%-0.4pp | 68.4%-7.7pp | 67.2%-6.6pp |
| Annual return | 44.56% | 30.06%+14.5pp | 32.79%+11.8pp | 160.72%-116.2pp |
| Employer contribution / active EE | $832 | $1,827-54.5% | $2,976-72.0% | $2,671-68.9% |
| Participant deferral / active EE | $2,297 | $2,850-19.4% | $4,568-49.7% | $4,126-44.3% |
| Admin fee / account holder | $321 | $4,096-92.2% | $6,427-95.0% | $5,651-94.3% |