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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 | $20,257 | $65,712-69.2% | $57,196-64.6% | $273,972-92.6% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 5.97% | 22.01%-16.0pp | 14.59%-8.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $883 | $3,280-73.1% | $2,683-67.1% | $4,869-81.9% |
| Participant deferral / active EE | $1,498 | $3,782-60.4% | $3,096-51.6% | $5,287-71.7% |
| Admin fee / account holder | $560 | $4,838-88.4% | $3,141-82.2% | $10,133-94.5% |