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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 | $25,746 | $71,215-63.8% | $93,696-72.5% | $80,935-68.2% |
| Participation rate | 63.3% | 60.4%+2.9pp | 68.7%-5.4pp | 67.7%-4.3pp |
| Annual return | 16.63% | 11.27%+5.4pp | 133.74%-117.1pp | 35.66%-19.0pp |
| Employer contribution / active EE | $943 | $1,565-39.7% | $2,422-61.1% | $2,757-65.8% |
| Participant deferral / active EE | $2,719 | $4,037-32.6% | $4,417-38.4% | $4,299-36.8% |
| Admin fee / account holder | $2,332 | $6,958-66.5% | $8,287-71.9% | $6,924-66.3% |