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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 | $20,061 | $86,050-76.7% | $189,758-89.4% | $94,015-78.7% |
| Participation rate | 68.6% | 68.9%-0.3pp | 79.8%-11.2pp | 70.8%-2.2pp |
| Annual return | 12.47% | 17.77%-5.3pp | 52.62%-40.1pp | 17.84%-5.4pp |
| Employer contribution / active EE | $2,231 | $2,819-20.8% | $4,767-53.2% | $2,790-20.0% |
| Participant deferral / active EE | $2,778 | $3,349-17.0% | $5,856-52.6% | $4,249-34.6% |
| Admin fee / account holder | $13,099 | $6,627+97.7% | $20,388-35.8% | $8,951+46.3% |