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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 | $18,479 | $63,703-71.0% | $93,063-80.1% | $82,448-77.6% |
| Participation rate | 63.6% | 63.8%-0.2pp | 72.1%-8.5pp | 68.1%-4.4pp |
| Annual return | 24.69% | -775.43%+800.1pp | 34.15%-9.5pp | 41.64%-17.0pp |
| Employer contribution / active EE | $2,184 | $1,729+26.4% | $2,476-11.8% | $2,551-14.4% |
| Participant deferral / active EE | $2,740 | $2,919-6.1% | $3,958-30.8% | $4,139-33.8% |
| Admin fee / account holder | $447 | $5,982-92.5% | $6,033-92.6% | $7,234-93.8% |