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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 | $21,024 | $56,894-63.0% | $84,753-75.2% | $62,881-66.6% |
| Participation rate | 61.0% | 68.5%-7.6pp | 76.6%-15.6pp | 69.3%-8.3pp |
| Annual return | 8.29% | 6.30%+2.0pp | 22.78%-14.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $819 | $2,400-65.9% | $3,574-77.1% | $2,281-64.1% |
| Participant deferral / active EE | $4,320 | $2,709+59.5% | $3,712+16.4% | $3,203+34.9% |
| Admin fee / account holder | $1,743 | $3,581-51.3% | $5,333-67.3% | $4,296-59.4% |