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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 | $18,595 | $54,757-66.0% | $90,300-79.4% | $72,983-74.5% |
| Participation rate | 66.7% | 65.1%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 24.33% | 30.63%-6.3pp | 78.11%-53.8pp | 81.01%-56.7pp |
| Employer contribution / active EE | $1,306 | $2,092-37.6% | $2,854-54.2% | $2,440-46.5% |
| Participant deferral / active EE | $2,938 | $2,887+1.8% | $3,884-24.4% | $3,608-18.6% |
| Admin fee / account holder | $1,347 | $3,972-66.1% | $5,353-74.8% | $5,124-73.7% |