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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 | $10,900 | $61,789-82.4% | $97,167-88.8% | $80,874-86.5% |
| Participation rate | 68.0% | 63.5%+4.5pp | 72.7%-4.7pp | 67.6%+0.4pp |
| Annual return | 19.42% | -557.90%+577.3pp | 75.27%-55.8pp | 35.62%-16.2pp |
| Employer contribution / active EE | $1,379 | $1,837-24.9% | $2,729-49.5% | $2,756-50.0% |
| Participant deferral / active EE | $3,689 | $3,028+21.8% | $4,264-13.5% | $4,297-14.1% |
| Admin fee / account holder | $578 | $5,168-88.8% | $5,650-89.8% | $6,935-91.7% |