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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 | $27,937 | $53,774-48.0% | $134,162-79.2% | $79,856-65.0% |
| Participation rate | 62.8% | 58.8%+4.0pp | 72.2%-9.4pp | 69.6%-6.9pp |
| Annual return | 20.54% | 19.01%+1.5pp | 36.35%-15.8pp | 31.71%-11.2pp |
| Employer contribution / active EE | $307 | $1,322-76.8% | $3,705-91.7% | $2,471-87.6% |
| Participant deferral / active EE | $2,215 | $2,420-8.5% | $3,500-36.7% | $3,741-40.8% |
| Admin fee / account holder | $1,763 | $3,985-55.8% | $6,685-73.6% | $5,306-66.8% |