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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 | $20,202 | $53,127-62.0% | $86,597-76.7% | $70,131-71.2% |
| Participation rate | 63.9% | 65.3%-1.4pp | 73.5%-9.7pp | 69.5%-5.7pp |
| Annual return | 16.64% | 27.66%-11.0pp | 964.96%-948.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $587 | $2,068-71.6% | $2,840-79.3% | $2,342-75.0% |
| Participant deferral / active EE | $1,347 | $2,696-50.0% | $3,609-62.7% | $3,332-59.6% |
| Admin fee / account holder | $1,936 | $3,585-46.0% | $4,906-60.5% | $4,645-58.3% |