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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 | $22,354 | $81,358-72.5% | $155,556-85.6% | $80,959-72.4% |
| Participation rate | 62.1% | 66.3%-4.2pp | 78.2%-16.2pp | 67.7%-5.6pp |
| Annual return | 11.24% | 33.39%-22.1pp | 64.84%-53.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $614 | $3,106-80.3% | $4,675-86.9% | $2,757-77.7% |
| Participant deferral / active EE | $993 | $3,455-71.3% | $5,631-82.4% | $4,300-76.9% |
| Admin fee / account holder | $1,798 | $7,994-77.5% | $15,885-88.7% | $6,925-74.0% |