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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 | $29,260 | $47,944-39.0% | $67,834-56.9% | $62,881-53.5% |
| Participation rate | 66.7% | 61.1%+5.6pp | 68.8%-2.1pp | 69.3%-2.6pp |
| Annual return | 8.10% | 11.77%-3.7pp | 138.47%-130.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,823 | $1,562+16.7% | $2,403-24.2% | $2,281-20.1% |
| Participant deferral / active EE | $2,787 | $2,247+24.0% | $3,160-11.8% | $3,203-13.0% |
| Admin fee / account holder | $2,694 | $3,712-27.4% | $4,622-41.7% | $4,296-37.3% |