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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 | $27,004 | $53,128-49.2% | $86,582-68.8% | $70,126-61.5% |
| Participation rate | 63.5% | 65.3%-1.8pp | 73.5%-10.1pp | 69.5%-6.1pp |
| Annual return | 17.67% | 27.66%-10.0pp | 965.08%-947.4pp | 73.15%-55.5pp |
| Employer contribution / active EE | $874 | $2,068-57.7% | $2,839-69.2% | $2,343-62.7% |
| Participant deferral / active EE | $2,356 | $2,695-12.6% | $3,609-34.7% | $3,332-29.3% |
| Admin fee / account holder | $1,063 | $3,584-70.3% | $4,904-78.3% | $4,645-77.1% |