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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 | $21,781 | $50,554-56.9% | $67,681-67.8% | $87,485-75.1% |
| Participation rate | 60.0% | 67.7%-7.7pp | 73.7%-13.7pp | 68.9%-8.9pp |
| Annual return | 19.81% | 17.81%+2.0pp | 590.58%-570.8pp | 26.06%-6.2pp |
| Employer contribution / active EE | $814 | $1,988-59.0% | $2,678-69.6% | $2,596-68.6% |
| Participant deferral / active EE | $2,923 | $2,961-1.3% | $3,976-26.5% | $4,274-31.6% |
| Admin fee / account holder | $324 | $4,132-92.2% | $6,100-94.7% | $7,775-95.8% |