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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 | $81,358-72.0% | $155,556-85.3% | $80,959-71.8% |
| Participation rate | 66.7% | 66.3%+0.4pp | 78.2%-11.6pp | 67.7%-1.0pp |
| Annual return | 11.39% | 33.39%-22.0pp | 64.84%-53.4pp | 35.67%-24.3pp |
| Employer contribution / active EE | $816 | $3,106-73.7% | $4,675-82.6% | $2,757-70.4% |
| Participant deferral / active EE | $4,076 | $3,455+18.0% | $5,631-27.6% | $4,300-5.2% |
| Admin fee / account holder | $2,531 | $7,994-68.3% | $15,885-84.1% | $6,925-63.5% |