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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 | $55,889-62.4% | $76,119-72.4% | $80,935-74.1% |
| Participation rate | 62.3% | 62.1%+0.2pp | 69.1%-6.8pp | 67.7%-5.4pp |
| Annual return | 13.41% | 20.58%-7.2pp | 361.25%-347.8pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,633 | $1,866-12.5% | $2,693-39.4% | $2,757-40.8% |
| Participant deferral / active EE | $4,188 | $3,051+37.3% | $4,259-1.7% | $4,299-2.6% |
| Admin fee / account holder | $2,994 | $5,241-42.9% | $6,421-53.4% | $6,924-56.8% |