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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 | $63,703-57.2% | $93,063-70.7% | $82,448-66.9% |
| Participation rate | 58.6% | 63.8%-5.2pp | 72.1%-13.5pp | 68.1%-9.4pp |
| Annual return | 20.65% | -775.43%+796.1pp | 34.15%-13.5pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,263 | $1,729-26.9% | $2,476-49.0% | $2,551-50.5% |
| Participant deferral / active EE | $3,599 | $2,919+23.3% | $3,958-9.1% | $4,139-13.1% |
| Admin fee / account holder | $2,032 | $5,982-66.0% | $6,033-66.3% | $7,234-71.9% |