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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 | $21,456 | $107,030-80.0% | $73,550-70.8% | $147,586-85.5% |
| Participation rate | 62.5% | 66.4%-3.9pp | 54.9%+7.6pp | 82.8%-20.3pp |
| Annual return | 16.79% | 38.25%-21.5pp | -15.16%+32.0pp | 578.59%-561.8pp |
| Employer contribution / active EE | $886 | $1,760-49.6% | $1,219-27.3% | $4,876-81.8% |
| Participant deferral / active EE | $2,440 | $2,458-0.8% | $1,804+35.2% | $5,439-55.1% |
| Admin fee / account holder | $1,061 | $3,055-65.3% | $2,320-54.3% | $10,886-90.3% |