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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 | $13,452 | $49,255-72.7% | $70,494-80.9% | $79,856-83.2% |
| Participation rate | 67.7% | 69.2%-1.4pp | 75.1%-7.3pp | 69.6%-1.9pp |
| Annual return | 24.69% | 30.10%-5.4pp | 109.16%-84.5pp | 31.71%-7.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,942 | $2,768+42.4% | $3,711+6.2% | $3,741+5.4% |
| Admin fee / account holder | $1,819 | $2,879-36.8% | $3,848-52.7% | $5,306-65.7% |