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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 | $28,197 | $215,361-86.9% | $171,082-83.5% | $273,972-89.7% |
| Participation rate | 69.2% | 82.0%-12.8pp | 76.7%-7.5pp | 83.0%-13.8pp |
| Annual return | 8.01% | 25.14%-17.1pp | 32.56%-24.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,155 | $4,967-56.6% | $4,002-46.1% | $4,869-55.7% |
| Participant deferral / active EE | $3,410 | $5,543-38.5% | $4,797-28.9% | $5,287-35.5% |
| Admin fee / account holder | $1,054 | $10,846-90.3% | $8,520-87.6% | $10,133-89.6% |