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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 | $81,262-68.6% | $155,602-83.6% | $80,911-68.4% |
| Participation rate | 65.6% | 66.2%-0.6pp | 78.2%-12.6pp | 67.6%-2.0pp |
| Annual return | 10.99% | 33.34%-22.3pp | 64.81%-53.8pp | 35.63%-24.6pp |
| Employer contribution / active EE | $1,230 | $3,102-60.3% | $4,675-73.7% | $2,756-55.4% |
| Participant deferral / active EE | $1,506 | $3,451-56.4% | $5,629-73.2% | $4,297-64.9% |
| Admin fee / account holder | $3,440 | $7,992-57.0% | $15,923-78.4% | $6,935-50.4% |