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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 | $26,078 | $59,839-56.4% | $81,988-68.2% | $79,858-67.3% |
| Participation rate | 61.5% | 61.6%-0.1pp | 69.3%-7.7pp | 69.6%-8.1pp |
| Annual return | 20.99% | 17.56%+3.4pp | 41.31%-20.3pp | 31.72%-10.7pp |
| Employer contribution / active EE | $1,233 | $1,713-28.0% | $2,498-50.6% | $2,471-50.1% |
| Participant deferral / active EE | $2,909 | $2,695+7.9% | $3,722-21.9% | $3,740-22.2% |
| Admin fee / account holder | $680 | $4,287-84.1% | $5,665-88.0% | $5,306-87.2% |