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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 | $24,484 | $71,197-65.6% | $93,669-73.9% | $80,925-69.7% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.7%-1.0pp |
| Annual return | 11.60% | 11.27%+0.3pp | 133.59%-122.0pp | 35.65%-24.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,887 | $4,036-53.2% | $4,416-57.3% | $4,299-56.1% |
| Admin fee / account holder | $854 | $6,959-87.7% | $8,291-89.7% | $6,940-87.7% |