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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 | $61,815-82.4% | $97,295-88.8% | $80,959-86.5% |
| Participation rate | 68.0% | 63.5%+4.5pp | 72.7%-4.7pp | 67.7%+0.3pp |
| Annual return | 19.42% | -558.73%+578.2pp | 75.62%-56.2pp | 35.67%-16.2pp |
| Employer contribution / active EE | $1,379 | $1,836-24.9% | $2,723-49.4% | $2,757-50.0% |
| Participant deferral / active EE | $3,689 | $3,027+21.9% | $4,264-13.5% | $4,300-14.2% |
| Admin fee / account holder | $578 | $5,166-88.8% | $5,646-89.8% | $6,925-91.6% |