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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 | $27,285 | $73,107-62.7% | $114,563-76.2% | $87,485-68.8% |
| Participation rate | 58.6% | 65.8%-7.2pp | 72.9%-14.3pp | 68.9%-10.3pp |
| Annual return | 20.65% | 19.47%+1.2pp | 241.09%-220.4pp | 26.06%-5.4pp |
| Employer contribution / active EE | $1,263 | $1,881-32.8% | $2,592-51.3% | $2,596-51.3% |
| Participant deferral / active EE | $3,599 | $3,144+14.5% | $4,142-13.1% | $4,274-15.8% |
| Admin fee / account holder | $2,032 | $5,770-64.8% | $7,623-73.3% | $7,775-73.9% |