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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 | $19,698 | $48,078-59.0% | $78,676-75.0% | $62,881-68.7% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.6%-6.9pp | 69.3%-2.6pp |
| Annual return | 6.28% | 31.36%-25.1pp | 62.19%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $924 | $2,015-54.1% | $2,850-67.6% | $2,281-59.5% |
| Participant deferral / active EE | $1,803 | $2,587-30.3% | $3,517-48.7% | $3,203-43.7% |
| Admin fee / account holder | $879 | $3,206-72.6% | $4,510-80.5% | $4,296-79.5% |