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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 | $65,084-63.8% | $67,681-65.2% | $64,340-63.4% |
| Participation rate | 60.2% | 66.7%-6.6pp | 73.7%-13.6pp | 55.2%+4.9pp |
| Annual return | 17.88% | 20.50%-2.6pp | 590.58%-572.7pp | 24.14%-6.3pp |
| Employer contribution / active EE | $726 | $2,398-69.7% | $2,678-72.9% | $1,862-61.0% |
| Participant deferral / active EE | $1,745 | $3,210-45.6% | $3,976-56.1% | $2,980-41.4% |
| Admin fee / account holder | $1,073 | $1,415-24.1% | $6,100-82.4% | $3,703-71.0% |