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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 | $27,994 | $86,050-67.5% | $189,758-85.2% | $94,015-70.2% |
| Participation rate | 63.2% | 68.9%-5.7pp | 79.8%-16.6pp | 70.8%-7.7pp |
| Annual return | 20.48% | 17.77%+2.7pp | 52.62%-32.1pp | 17.84%+2.6pp |
| Employer contribution / active EE | $778 | $2,819-72.4% | $4,767-83.7% | $2,790-72.1% |
| Participant deferral / active EE | $1,306 | $3,349-61.0% | $5,856-77.7% | $4,249-69.3% |
| Admin fee / account holder | $7,930 | $6,627+19.7% | $20,388-61.1% | $8,951-11.4% |