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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 | $19,640 | $81,331-75.9% | $155,534-87.4% | $80,935-75.7% |
| Participation rate | 68.0% | 66.3%+1.7pp | 78.2%-10.2pp | 67.7%+0.3pp |
| Annual return | 12.63% | 33.37%-20.7pp | 64.92%-52.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $2,613 | $3,105-15.8% | $4,675-44.1% | $2,757-5.2% |
| Participant deferral / active EE | $3,361 | $3,454-2.7% | $5,630-40.3% | $4,299-21.8% |
| Admin fee / account holder | $1,735 | $7,999-78.3% | $15,900-89.1% | $6,924-74.9% |