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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 | $21,779 | $76,407-71.5% | $150,298-85.5% | $82,448-73.6% |
| Participation rate | 31.6% | 66.4%-34.8pp | 77.8%-46.2pp | 68.1%-36.5pp |
| Annual return | 42.71% | 39.99%+2.7pp | 62.79%-20.1pp | 41.64%+1.1pp |
| Employer contribution / active EE | $924 | $2,614-64.6% | $4,154-77.7% | $2,551-63.8% |
| Participant deferral / active EE | $2,736 | $3,214-14.9% | $5,453-49.8% | $4,139-33.9% |
| Admin fee / account holder | $1,610 | $6,352-74.7% | $14,116-88.6% | $7,234-77.7% |