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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 | $15,125 | $55,684-72.8% | $75,900-80.1% | $72,976-79.3% |
| Participation rate | 69.4% | 61.1%+8.3pp | 69.3%+0.1pp | 69.5%-0.1pp |
| Annual return | 32.09% | 27.60%+4.5pp | 30.73%+1.4pp | 81.02%-48.9pp |
| Employer contribution / active EE | $755 | $1,687-55.2% | $2,501-69.8% | $2,440-69.1% |
| Participant deferral / active EE | $1,245 | $2,634-52.7% | $3,604-65.4% | $3,608-65.5% |
| Admin fee / account holder | $4,483 | $3,981+12.6% | $5,421-17.3% | $5,124-12.5% |