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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 | $25,870 | $65,364-60.4% | $92,909-72.2% | $72,975-64.5% |
| Participation rate | 67.4% | 68.3%-0.9pp | 76.0%-8.6pp | 69.5%-2.0pp |
| Annual return | 25.43% | 42.11%-16.7pp | 109.44%-84.0pp | 81.01%-55.6pp |
| Employer contribution / active EE | $754 | $2,594-70.9% | $3,653-79.4% | $2,440-69.1% |
| Participant deferral / active EE | $2,433 | $3,128-22.2% | $4,238-42.6% | $3,608-32.6% |
| Admin fee / account holder | $537 | $4,251-87.4% | $5,795-90.7% | $5,124-89.5% |