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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 | $77,814-64.0% | $158,223-82.3% | $86,983-67.8% |
| Participation rate | 63.2% | 68.4%-5.3pp | 79.2%-16.0pp | 69.5%-6.4pp |
| Annual return | 20.48% | 30.54%-10.1pp | 52.09%-31.6pp | 25.83%-5.4pp |
| Employer contribution / active EE | $778 | $2,592-70.0% | $4,109-81.1% | $2,584-69.9% |
| Participant deferral / active EE | $1,306 | $3,270-60.1% | $5,467-76.1% | $4,194-68.9% |
| Admin fee / account holder | $7,930 | $5,879+34.9% | $16,047-50.6% | $7,856+0.9% |