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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 | $25,532 | $81,331-68.6% | $155,534-83.6% | $80,935-68.5% |
| Participation rate | 65.6% | 66.3%-0.6pp | 78.2%-12.6pp | 67.7%-2.0pp |
| Annual return | 10.99% | 33.37%-22.4pp | 64.92%-53.9pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,230 | $3,105-60.4% | $4,675-73.7% | $2,757-55.4% |
| Participant deferral / active EE | $1,506 | $3,454-56.4% | $5,630-73.2% | $4,299-65.0% |
| Admin fee / account holder | $3,440 | $7,999-57.0% | $15,900-78.4% | $6,924-50.3% |