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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 | $17,973 | $57,140-68.5% | $85,240-78.9% | $80,959-77.8% |
| Participation rate | 57.6% | 56.4%+1.2pp | 67.5%-10.0pp | 67.7%-10.1pp |
| Annual return | 15.01% | 21.71%-6.7pp | 66.75%-51.7pp | 35.67%-20.7pp |
| Employer contribution / active EE | $2,448 | $1,802+35.9% | $2,735-10.5% | $2,757-11.2% |
| Participant deferral / active EE | $3,283 | $3,115+5.4% | $4,527-27.5% | $4,300-23.7% |
| Admin fee / account holder | $6,522 | $4,992+30.6% | $6,165+5.8% | $6,925-5.8% |