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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 | $75,541-62.9% | $152,093-81.6% | $82,637-66.1% |
| Participation rate | 67.2% | 66.5%+0.6pp | 77.8%-10.6pp | 68.1%-0.9pp |
| Annual return | 16.24% | 32.56%-16.3pp | 66.36%-50.1pp | 53.51%-37.3pp |
| Employer contribution / active EE | $848 | $2,622-67.7% | $4,175-79.7% | $2,552-66.8% |
| Participant deferral / active EE | $1,055 | $3,206-67.1% | $5,451-80.6% | $4,126-74.4% |
| Admin fee / account holder | $793 | $6,405-87.6% | $14,497-94.5% | $7,339-89.2% |