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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 | $13,821 | $76,407-81.9% | $150,298-90.8% | $82,448-83.2% |
| Participation rate | 65.5% | 66.4%-0.9pp | 77.8%-12.2pp | 68.1%-2.6pp |
| Annual return | 18.02% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $323 | $2,614-87.6% | $4,154-92.2% | $2,551-87.3% |
| Participant deferral / active EE | $1,425 | $3,214-55.7% | $5,453-73.9% | $4,139-65.6% |
| Admin fee / account holder | $678 | $6,352-89.3% | $14,116-95.2% | $7,234-90.6% |