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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 | $20,994 | $56,063-62.6% | $76,051-72.4% | $80,911-74.1% |
| Participation rate | 62.3% | 62.0%+0.2pp | 69.1%-6.8pp | 67.6%-5.4pp |
| Annual return | 13.41% | 20.54%-7.1pp | 360.42%-347.0pp | 35.63%-22.2pp |
| Employer contribution / active EE | $1,633 | $1,874-12.9% | $2,690-39.3% | $2,756-40.8% |
| Participant deferral / active EE | $4,188 | $3,052+37.2% | $4,257-1.6% | $4,297-2.5% |
| Admin fee / account holder | $2,994 | $5,240-42.9% | $6,416-53.3% | $6,935-56.8% |