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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 | $13,037 | $46,599-72.0% | $64,101-79.7% | $75,173-82.7% |
| Participation rate | 64.4% | 65.9%-1.5pp | 72.3%-7.9pp | 67.2%-2.8pp |
| Annual return | 21.90% | 26.06%-4.2pp | 33.72%-11.8pp | 160.72%-138.8pp |
| Employer contribution / active EE | $698 | $1,975-64.7% | $2,749-74.6% | $2,671-73.9% |
| Participant deferral / active EE | $2,220 | $2,837-21.7% | $3,881-42.8% | $4,126-46.2% |
| Admin fee / account holder | $971 | $2,956-67.1% | $3,070-68.4% | $5,651-82.8% |