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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 | $27,631 | $62,672-55.9% | $185,117-85.1% | $70,126-60.6% |
| Participation rate | 66.7% | 63.8%+2.9pp | 77.3%-10.6pp | 69.5%-2.9pp |
| Annual return | 15.70% | 40.79%-25.1pp | 40.50%-24.8pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,951 | $1,753+11.3% | $4,182-53.3% | $2,343-16.7% |
| Participant deferral / active EE | $2,630 | $3,272-19.6% | $5,045-47.9% | $3,332-21.1% |
| Admin fee / account holder | $1,445 | $3,932-63.2% | $8,159-82.3% | $4,645-68.9% |