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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 | $29,882 | $81,331-63.3% | $155,534-80.8% | $80,935-63.1% |
| Participation rate | 68.7% | 66.3%+2.4pp | 78.2%-9.6pp | 67.7%+1.0pp |
| Annual return | 13.61% | 33.37%-19.8pp | 64.92%-51.3pp | 35.66%-22.1pp |
| Employer contribution / active EE | $982 | $3,105-68.4% | $4,675-79.0% | $2,757-64.4% |
| Participant deferral / active EE | $982 | $3,454-71.6% | $5,630-82.6% | $4,299-77.2% |
| Admin fee / account holder | $590 | $7,999-92.6% | $15,900-96.3% | $6,924-91.5% |