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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 | $15,546 | $50,554-69.2% | $67,681-77.0% | $87,485-82.2% |
| Participation rate | 62.1% | 67.7%-5.7pp | 73.7%-11.7pp | 68.9%-6.9pp |
| Annual return | 16.80% | 17.81%-1.0pp | 590.58%-573.8pp | 26.06%-9.3pp |
| Employer contribution / active EE | $728 | $1,988-63.4% | $2,678-72.8% | $2,596-71.9% |
| Participant deferral / active EE | $1,255 | $2,961-57.6% | $3,976-68.4% | $4,274-70.6% |
| Admin fee / account holder | $1,726 | $4,132-58.2% | $6,100-71.7% | $7,775-77.8% |