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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 | $81,276-71.9% | $155,574-85.3% | $80,925-71.8% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.7%-1.0pp |
| Annual return | 11.39% | 33.36%-22.0pp | 64.87%-53.5pp | 35.65%-24.3pp |
| Employer contribution / active EE | $816 | $3,103-73.7% | $4,676-82.6% | $2,756-70.4% |
| Participant deferral / active EE | $4,076 | $3,453+18.0% | $5,629-27.6% | $4,299-5.2% |
| Admin fee / account holder | $2,531 | $7,993-68.3% | $15,914-84.1% | $6,940-63.5% |