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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 | $23,246 | $45,087-48.4% | $69,483-66.5% | $72,976-68.1% |
| Participation rate | 66.0% | 68.5%-2.4pp | 74.6%-8.6pp | 69.5%-3.5pp |
| Annual return | 18.33% | 22.67%-4.3pp | 28.99%-10.7pp | 81.02%-62.7pp |
| Employer contribution / active EE | $773 | $2,055-62.4% | $2,780-72.2% | $2,440-68.3% |
| Participant deferral / active EE | $944 | $2,603-63.7% | $3,537-73.3% | $3,608-73.8% |
| Admin fee / account holder | $1,323 | $3,057-56.7% | $3,841-65.5% | $5,124-74.2% |