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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 | $25,665 | $77,638-66.9% | $156,551-83.6% | $62,881-59.2% |
| Participation rate | 69.6% | 71.2%-1.6pp | 84.0%-14.4pp | 69.3%+0.3pp |
| Annual return | 17.04% | 50.33%-33.3pp | 32.23%-15.2pp | 20.14%-3.1pp |
| Employer contribution / active EE | $982 | $3,444-71.5% | $5,501-82.2% | $2,281-57.0% |
| Participant deferral / active EE | $1,393 | $3,046-54.2% | $4,871-71.4% | $3,203-56.5% |
| Admin fee / account holder | $2,882 | $5,561-48.2% | $13,028-77.9% | $4,296-32.9% |