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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 | $26,229 | $77,920-66.3% | $149,723-82.5% | $75,177-65.1% |
| Participation rate | 64.2% | 65.6%-1.4pp | 78.8%-14.6pp | 67.2%-3.0pp |
| Annual return | 14.28% | 31.72%-17.4pp | 134.50%-120.2pp | 160.75%-146.5pp |
| Employer contribution / active EE | $393 | $3,138-87.5% | $4,821-91.8% | $2,671-85.3% |
| Participant deferral / active EE | $1,664 | $3,411-51.2% | $5,682-70.7% | $4,126-59.7% |
| Admin fee / account holder | $1,167 | $5,951-80.4% | $13,215-91.2% | $5,651-79.3% |