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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 | $20,172 | $77,920-74.1% | $149,723-86.5% | $75,177-73.2% |
| Participation rate | 58.8% | 65.6%-6.8pp | 78.8%-20.0pp | 67.2%-8.4pp |
| Annual return | 27.54% | 31.72%-4.2pp | 134.50%-107.0pp | 160.75%-133.2pp |
| Employer contribution / active EE | $843 | $3,138-73.1% | $4,821-82.5% | $2,671-68.5% |
| Participant deferral / active EE | $1,727 | $3,411-49.4% | $5,682-69.6% | $4,126-58.2% |
| Admin fee / account holder | $305 | $5,951-94.9% | $13,215-97.7% | $5,651-94.6% |