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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 | $20,687 | $77,638-73.4% | $156,551-86.8% | $62,881-67.1% |
| Participation rate | 63.6% | 71.2%-7.6pp | 84.0%-20.4pp | 69.3%-5.7pp |
| Annual return | 6.68% | 50.33%-43.6pp | 32.23%-25.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $975 | $3,444-71.7% | $5,501-82.3% | $2,281-57.3% |
| Participant deferral / active EE | $971 | $3,046-68.1% | $4,871-80.1% | $3,203-69.7% |
| Admin fee / account holder | $1,767 | $5,561-68.2% | $13,028-86.4% | $4,296-58.9% |