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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 | $20,103 | $47,848-58.0% | $81,473-75.3% | $70,126-71.3% |
| Participation rate | 55.4% | 58.3%-2.9pp | 68.0%-12.6pp | 69.5%-14.2pp |
| Annual return | 20.46% | 27.25%-6.8pp | 38.78%-18.3pp | 73.15%-52.7pp |
| Employer contribution / active EE | $822 | $1,527-46.2% | $2,568-68.0% | $2,343-64.9% |
| Participant deferral / active EE | $1,710 | $2,453-30.3% | $3,537-51.6% | $3,332-48.7% |
| Admin fee / account holder | $682 | $3,145-78.3% | $4,561-85.1% | $4,645-85.3% |