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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 | $22,949 | $77,901-70.5% | $149,717-84.7% | $75,181-69.5% |
| Participation rate | 60.0% | 65.6%-5.6pp | 78.8%-18.8pp | 67.2%-7.2pp |
| Annual return | 20.66% | 31.73%-11.1pp | 134.41%-113.7pp | 160.69%-140.0pp |
| Employer contribution / active EE | $948 | $3,137-69.8% | $4,820-80.3% | $2,671-64.5% |
| Participant deferral / active EE | $2,262 | $3,411-33.7% | $5,682-60.2% | $4,126-45.2% |
| Admin fee / account holder | $1,383 | $5,949-76.7% | $13,213-89.5% | $5,650-75.5% |