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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 | $20,754 | $81,358-74.5% | $155,556-86.7% | $80,959-74.4% |
| Participation rate | 43.9% | 66.3%-22.4pp | 78.2%-34.3pp | 67.7%-23.8pp |
| Annual return | 14.22% | 33.39%-19.2pp | 64.84%-50.6pp | 35.67%-21.5pp |
| Employer contribution / active EE | $878 | $3,106-71.7% | $4,675-81.2% | $2,757-68.2% |
| Participant deferral / active EE | $2,263 | $3,455-34.5% | $5,631-59.8% | $4,300-47.4% |
| Admin fee / account holder | $503 | $7,994-93.7% | $15,885-96.8% | $6,925-92.7% |