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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 | $23,719 | $45,041-47.3% | $63,003-62.4% | $70,131-66.2% |
| Participation rate | 66.7% | 69.5%-2.9pp | 74.8%-8.1pp | 69.5%-2.9pp |
| Annual return | 14.50% | 18.76%-4.3pp | 87.59%-73.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $801 | $2,052-61.0% | $2,760-71.0% | $2,342-65.8% |
| Participant deferral / active EE | $1,645 | $2,465-33.3% | $3,329-50.6% | $3,332-50.6% |
| Admin fee / account holder | $617 | $2,836-78.2% | $3,600-82.9% | $4,645-86.7% |