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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 | $16,605 | $56,484-70.6% | $169,452-90.2% | $64,181-74.1% |
| Participation rate | 65.6% | 64.5%+1.1pp | 77.8%-12.2pp | 69.6%-3.9pp |
| Annual return | -0.20% | -1.55%+1.4pp | 1.83%-2.0pp | 7.63%-7.8pp |
| Employer contribution / active EE | $1,091 | $1,832-40.5% | $4,157-73.8% | $2,381-54.2% |
| Participant deferral / active EE | $2,042 | $3,448-40.8% | $5,277-61.3% | $3,470-41.1% |
| Admin fee / account holder | $393 | $4,174-90.6% | $9,110-95.7% | $4,887-92.0% |