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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 | $23,533 | $63,433-62.9% | $63,803-63.1% | $64,097-63.3% |
| Participation rate | 60.2% | 65.0%-4.9pp | 72.7%-12.5pp | 55.2%+5.0pp |
| Annual return | 17.88% | 20.74%-2.9pp | 543.72%-525.8pp | 34.64%-16.8pp |
| Employer contribution / active EE | $726 | $2,332-68.8% | $2,532-71.3% | $1,891-61.6% |
| Participant deferral / active EE | $1,745 | $3,119-44.0% | $3,843-54.6% | $3,080-43.3% |
| Admin fee / account holder | $1,073 | $1,489-27.9% | $5,196-79.3% | $3,454-68.9% |