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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 | $20,371 | $49,177-58.6% | $79,467-74.4% | $64,173-68.3% |
| Participation rate | 60.0% | 65.0%-5.0pp | 73.3%-13.3pp | 69.6%-9.6pp |
| Annual return | 8.68% | -1.16%+9.8pp | 718.30%-709.6pp | 7.63%+1.0pp |
| Employer contribution / active EE | $524 | $2,076-74.7% | $2,800-81.3% | $2,381-78.0% |
| Participant deferral / active EE | $1,078 | $2,821-61.8% | $3,704-70.9% | $3,470-68.9% |
| Admin fee / account holder | $2,824 | $3,839-26.4% | $5,104-44.7% | $4,887-42.2% |