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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 | $27,410 | $48,078-43.0% | $78,676-65.2% | $62,881-56.4% |
| Participation rate | 56.6% | 65.2%-8.6pp | 73.6%-17.0pp | 69.3%-12.7pp |
| Annual return | 11.34% | 31.36%-20.0pp | 62.19%-50.8pp | 20.14%-8.8pp |
| Employer contribution / active EE | $915 | $2,015-54.6% | $2,850-67.9% | $2,281-59.9% |
| Participant deferral / active EE | $2,666 | $2,587+3.0% | $3,517-24.2% | $3,203-16.8% |
| Admin fee / account holder | $2,406 | $3,206-25.0% | $4,510-46.7% | $4,296-44.0% |