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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 | $28,859 | $56,287-48.7% | $80,977-64.4% | $62,881-54.1% |
| Participation rate | 69.4% | 68.9%+0.5pp | 75.8%-6.4pp | 69.3%+0.1pp |
| Annual return | 7.27% | 22.13%-14.9pp | 17.11%-9.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $918 | $1,943-52.8% | $3,715-75.3% | $2,281-59.8% |
| Participant deferral / active EE | $3,357 | $4,196-20.0% | $5,696-41.1% | $3,203+4.8% |
| Admin fee / account holder | $3,685 | $3,742-1.5% | $5,517-33.2% | $4,296-14.2% |