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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 | $65,072-63.8% | $66,439-64.6% | $65,306-64.0% |
| Participation rate | 60.2% | 69.1%-8.9pp | 74.5%-14.3pp | 57.7%+2.5pp |
| Annual return | 17.88% | 21.50%-3.6pp | 757.66%-739.8pp | 21.94%-4.1pp |
| Employer contribution / active EE | $726 | $2,475-70.7% | $2,637-72.5% | $1,967-63.1% |
| Participant deferral / active EE | $1,745 | $3,234-46.0% | $3,876-55.0% | $2,959-41.0% |
| Admin fee / account holder | $1,073 | $1,323-18.9% | $6,173-82.6% | $3,480-69.2% |