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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 | $23,978 | $45,079-46.8% | $69,461-65.5% | $72,983-67.1% |
| Participation rate | 65.7% | 68.5%-2.8pp | 74.6%-8.9pp | 69.5%-3.8pp |
| Annual return | 16.90% | 22.65%-5.7pp | 28.97%-12.1pp | 81.01%-64.1pp |
| Employer contribution / active EE | $684 | $2,055-66.7% | $2,779-75.4% | $2,440-72.0% |
| Participant deferral / active EE | $1,850 | $2,603-28.9% | $3,536-47.7% | $3,608-48.7% |
| Admin fee / account holder | $5,544 | $3,056+81.4% | $3,840+44.4% | $5,124+8.2% |