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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 | $26,289 | $78,027-66.3% | $178,528-85.3% | $80,925-67.5% |
| Participation rate | 65.9% | 65.7%+0.2pp | 77.1%-11.2pp | 67.7%-1.7pp |
| Annual return | 11.48% | 18.09%-6.6pp | 27.11%-15.6pp | 35.65%-24.2pp |
| Employer contribution / active EE | $2,199 | $2,281-3.6% | $3,950-44.3% | $2,756-20.2% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,278-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,823 | $7,168+23.1% | $10,419-15.3% | $6,940+27.1% |