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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 | $18,246 | $77,638-76.5% | $156,551-88.3% | $62,881-71.0% |
| Participation rate | 65.6% | 71.2%-5.6pp | 84.0%-18.4pp | 69.3%-3.7pp |
| Annual return | 6.43% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $662 | $3,444-80.8% | $5,501-88.0% | $2,281-71.0% |
| Participant deferral / active EE | $967 | $3,046-68.3% | $4,871-80.2% | $3,203-69.8% |
| Admin fee / account holder | $1,472 | $5,561-73.5% | $13,028-88.7% | $4,296-65.7% |