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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 | $20,399 | $58,311-65.0% | $81,882-75.1% | $80,959-74.8% |
| Participation rate | 61.0% | 63.5%-2.4pp | 72.4%-11.3pp | 67.7%-6.6pp |
| Annual return | 32.11% | 41.85%-9.7pp | 779.47%-747.4pp | 35.67%-3.6pp |
| Employer contribution / active EE | $643 | $2,347-72.6% | $2,916-77.9% | $2,757-76.7% |
| Participant deferral / active EE | $1,964 | $3,287-40.2% | $4,323-54.6% | $4,300-54.3% |
| Admin fee / account holder | $497 | $4,752-89.5% | $7,360-93.3% | $6,925-92.8% |