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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 | $26,514 | $75,962-65.1% | $154,111-82.8% | $64,173-58.7% |
| Participation rate | 57.4% | 70.4%-13.0pp | 83.0%-25.6pp | 69.6%-12.1pp |
| Annual return | 10.71% | 30.32%-19.6pp | 735.18%-724.5pp | 7.63%+3.1pp |
| Employer contribution / active EE | $692 | $3,350-79.3% | $5,298-86.9% | $2,381-70.9% |
| Participant deferral / active EE | $1,994 | $3,175-37.2% | $5,081-60.8% | $3,470-42.5% |
| Admin fee / account holder | $849 | $5,589-84.8% | $13,411-93.7% | $4,887-82.6% |