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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 | $28,926 | $84,236-65.7% | $170,435-83.0% | $70,126-58.8% |
| Participation rate | 67.1% | 70.8%-3.7pp | 83.6%-16.5pp | 69.5%-2.4pp |
| Annual return | 14.99% | 23.06%-8.1pp | 205.94%-191.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $557 | $3,387-83.6% | $5,432-89.8% | $2,343-76.2% |
| Participant deferral / active EE | $1,401 | $3,086-54.6% | $4,939-71.6% | $3,332-57.9% |
| Admin fee / account holder | $5,147 | $5,698-9.7% | $13,881-62.9% | $4,645+10.8% |