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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 | $28,754 | $112,729-74.5% | $98,716-70.9% | $137,256-79.1% |
| Participation rate | 64.3% | 74.2%-9.9pp | 69.3%-5.0pp | 80.0%-15.7pp |
| Annual return | 14.72% | 38.48%-23.8pp | 31.81%-17.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,656 | $2,725-39.2% | $2,279-27.3% | $4,156-60.2% |
| Participant deferral / active EE | $2,983 | $4,640-35.7% | $4,048-26.3% | $6,407-53.4% |
| Admin fee / account holder | $2,549 | $10,129-74.8% | $8,703-70.7% | $12,270-79.2% |