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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 | $28,325 | $81,262-65.1% | $155,602-81.8% | $80,911-65.0% |
| Participation rate | 56.7% | 66.2%-9.5pp | 78.2%-21.5pp | 67.6%-10.9pp |
| Annual return | 12.69% | 33.34%-20.7pp | 64.81%-52.1pp | 35.63%-22.9pp |
| Employer contribution / active EE | $736 | $3,102-76.3% | $4,675-84.3% | $2,756-73.3% |
| Participant deferral / active EE | $905 | $3,451-73.8% | $5,629-83.9% | $4,297-78.9% |
| Admin fee / account holder | $2,505 | $7,992-68.6% | $15,923-84.3% | $6,935-63.9% |