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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 | $18,600 | $37,446-50.3% | $77,513-76.0% | $79,852-76.7% |
| Participation rate | 65.4% | 41.5%+23.9pp | 54.2%+11.2pp | 69.6%-4.3pp |
| Annual return | 17.95% | 39.76%-21.8pp | 54.81%-36.9pp | 31.72%-13.8pp |
| Employer contribution / active EE | $622 | $637-2.4% | $987-37.0% | $2,471-74.8% |
| Participant deferral / active EE | $1,262 | $1,261+0.1% | $1,861-32.2% | $3,740-66.3% |
| Admin fee / account holder | $1,047 | $2,506-58.2% | $2,859-63.4% | $5,306-80.3% |