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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 | $23,383 | $61,391-61.9% | $149,723-84.4% | $71,529-67.3% |
| Participation rate | 60.1% | 62.5%-2.4pp | 78.8%-18.6pp | 67.9%-7.8pp |
| Annual return | 16.34% | 35.88%-19.5pp | 134.50%-118.2pp | 28.97%-12.6pp |
| Employer contribution / active EE | $881 | $2,384-63.1% | $4,821-81.7% | $2,590-66.0% |
| Participant deferral / active EE | $977 | $2,921-66.5% | $5,682-82.8% | $4,291-77.2% |
| Admin fee / account holder | $1,485 | $1,264+17.4% | $13,215-88.8% | $1,588-6.5% |