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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 | $19,632 | $56,894-65.5% | $84,753-76.8% | $62,881-68.8% |
| Participation rate | 65.6% | 68.5%-2.9pp | 76.6%-11.0pp | 69.3%-3.7pp |
| Annual return | 6.95% | 6.30%+0.6pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,557 | $2,400-35.1% | $3,574-56.4% | $2,281-31.7% |
| Participant deferral / active EE | $3,337 | $2,709+23.2% | $3,712-10.1% | $3,203+4.2% |
| Admin fee / account holder | $1,197 | $3,581-66.6% | $5,333-77.6% | $4,296-72.1% |