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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 | $60,413 | $58,828+2.7% | $78,002-22.5% | $62,881-3.9% |
| Participation rate | 65.6% | 71.1%-5.4pp | 75.5%-9.9pp | 69.3%-3.7pp |
| Annual return | 6.90% | 17.16%-10.3pp | 425.99%-419.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $403 | $1,672-75.9% | $2,470-83.7% | $2,281-82.3% |
| Participant deferral / active EE | $1,538 | $2,686-42.7% | $3,497-56.0% | $3,203-52.0% |
| Admin fee / account holder | $2,644 | $4,393-39.8% | $5,481-51.8% | $4,296-38.5% |