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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 | $27,988 | $86,050-67.5% | $189,758-85.3% | $94,015-70.2% |
| Participation rate | 67.2% | 68.9%-1.7pp | 79.8%-12.6pp | 70.8%-3.6pp |
| Annual return | 16.24% | 17.77%-1.5pp | 52.62%-36.4pp | 17.84%-1.6pp |
| Employer contribution / active EE | $848 | $2,819-69.9% | $4,767-82.2% | $2,790-69.6% |
| Participant deferral / active EE | $1,055 | $3,349-68.5% | $5,856-82.0% | $4,249-75.2% |
| Admin fee / account holder | $793 | $6,627-88.0% | $20,388-96.1% | $8,951-91.1% |