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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 | $19,702 | $49,239-60.0% | $70,462-72.0% | $79,858-75.3% |
| Participation rate | 63.9% | 69.2%-5.3pp | 75.1%-11.2pp | 69.6%-5.7pp |
| Annual return | 13.30% | 30.08%-16.8pp | 109.08%-95.8pp | 31.72%-18.4pp |
| Employer contribution / active EE | $716 | $2,100-65.9% | $2,737-73.8% | $2,471-71.0% |
| Participant deferral / active EE | $3,391 | $2,769+22.5% | $3,710-8.6% | $3,740-9.3% |
| Admin fee / account holder | $697 | $2,876-75.8% | $3,845-81.9% | $5,306-86.9% |