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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 | $26,851 | $76,551-64.9% | $123,894-78.3% | $62,881-57.3% |
| Participation rate | 64.7% | 73.0%-8.3pp | 81.4%-16.7pp | 69.3%-4.6pp |
| Annual return | 8.82% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $993 | $2,882-65.6% | $4,617-78.5% | $2,281-56.5% |
| Participant deferral / active EE | $2,176 | $4,840-55.0% | $5,984-63.6% | $3,203-32.1% |
| Admin fee / account holder | $7,851 | $4,826+62.7% | $8,357-6.1% | $4,296+82.8% |