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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 | $17,276 | $39,132-55.9% | $57,196-69.8% | $62,881-72.5% |
| Participation rate | 68.8% | 70.5%-1.7pp | 75.3%-6.6pp | 69.3%-0.6pp |
| Annual return | 9.67% | 9.24%+0.4pp | 14.59%-4.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,670 | $1,874+42.5% | $2,683-0.5% | $2,281+17.1% |
| Participant deferral / active EE | $2,368 | $2,374-0.3% | $3,096-23.5% | $3,203-26.1% |
| Admin fee / account holder | $2,862 | $2,594+10.3% | $3,141-8.9% | $4,296-33.4% |