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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 | $26,004 | $81,487-68.1% | $102,412-74.6% | $80,935-67.9% |
| Participation rate | 68.6% | 66.8%+1.8pp | 74.5%-5.9pp | 67.7%+1.0pp |
| Annual return | 12.54% | 25.60%-13.1pp | 24.94%-12.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $2,182 | $3,103-29.7% | $3,870-43.6% | $2,757-20.9% |
| Participant deferral / active EE | $5,715 | $3,871+47.6% | $5,060+12.9% | $4,299+32.9% |
| Admin fee / account holder | $2,444 | $6,717-63.6% | $8,388-70.9% | $6,924-64.7% |