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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 | $22,817 | $81,233-71.9% | $155,567-85.3% | $80,874-71.8% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 11.39% | 33.33%-21.9pp | 64.74%-53.3pp | 35.62%-24.2pp |
| Employer contribution / active EE | $816 | $3,101-73.7% | $4,674-82.6% | $2,756-70.4% |
| Participant deferral / active EE | $4,076 | $3,452+18.1% | $5,628-27.6% | $4,297-5.1% |
| Admin fee / account holder | $2,531 | $7,998-68.4% | $15,916-84.1% | $6,935-63.5% |