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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 | $27,418 | $85,171-67.8% | $172,753-84.1% | $72,976-62.4% |
| Participation rate | 67.9% | 70.1%-2.2pp | 82.6%-14.8pp | 69.5%-1.6pp |
| Annual return | 19.30% | 27.32%-8.0pp | 803.00%-783.7pp | 81.02%-61.7pp |
| Employer contribution / active EE | $482 | $3,324-85.5% | $5,144-90.6% | $2,440-80.3% |
| Participant deferral / active EE | $2,449 | $3,260-24.9% | $5,198-52.9% | $3,608-32.1% |
| Admin fee / account holder | $4,087 | $5,880-30.5% | $13,956-70.7% | $5,124-20.2% |