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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 | $27,994 | $78,690-64.4% | $161,489-82.7% | $87,485-68.0% |
| Participation rate | 63.2% | 67.5%-4.3pp | 78.7%-15.5pp | 68.9%-5.8pp |
| Annual return | 20.48% | 32.74%-12.3pp | 89.72%-69.2pp | 26.06%-5.6pp |
| Employer contribution / active EE | $778 | $2,588-69.9% | $4,268-81.8% | $2,596-70.0% |
| Participant deferral / active EE | $1,306 | $3,311-60.5% | $5,630-76.8% | $4,274-69.4% |
| Admin fee / account holder | $7,930 | $6,724+17.9% | $16,006-50.5% | $7,775+2.0% |