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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 | $15,813 | $77,638-79.6% | $156,551-89.9% | $62,881-74.9% |
| Participation rate | 63.4% | 71.2%-7.8pp | 84.0%-20.6pp | 69.3%-5.9pp |
| Annual return | 9.17% | 50.33%-41.2pp | 32.23%-23.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $817 | $3,444-76.3% | $5,501-85.2% | $2,281-64.2% |
| Participant deferral / active EE | $3,227 | $3,046+6.0% | $4,871-33.8% | $3,203+0.7% |
| Admin fee / account holder | $337 | $5,561-93.9% | $13,028-97.4% | $4,296-92.1% |