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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 | $75,541-62.9% | $152,093-81.6% | $82,637-66.1% |
| Participation rate | 63.2% | 66.5%-3.4pp | 77.8%-14.6pp | 68.1%-4.9pp |
| Annual return | 20.48% | 32.56%-12.1pp | 66.36%-45.9pp | 53.51%-33.0pp |
| Employer contribution / active EE | $778 | $2,622-70.3% | $4,175-81.4% | $2,552-69.5% |
| Participant deferral / active EE | $1,306 | $3,206-59.3% | $5,451-76.0% | $4,126-68.3% |
| Admin fee / account holder | $7,930 | $6,405+23.8% | $14,497-45.3% | $7,339+8.1% |