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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 | $22,978 | $89,259-74.3% | $107,187-78.6% | $82,637-72.2% |
| Participation rate | 69.4% | 67.9%+1.5pp | 75.0%-5.6pp | 68.1%+1.4pp |
| Annual return | 15.29% | 21.02%-5.7pp | 204.55%-189.3pp | 53.51%-38.2pp |
| Employer contribution / active EE | $2,001 | $3,080-35.0% | $3,782-47.1% | $2,552-21.6% |
| Participant deferral / active EE | $3,037 | $4,037-24.8% | $5,096-40.4% | $4,126-26.4% |
| Admin fee / account holder | $3,642 | $7,381-50.7% | $9,162-60.2% | $7,339-50.4% |