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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 | $22,238 | $52,580-57.7% | $71,671-69.0% | $70,126-68.3% |
| Participation rate | 65.8% | 60.9%+4.9pp | 68.7%-2.9pp | 69.5%-3.7pp |
| Annual return | 12.23% | 20.25%-8.0pp | 20.65%-8.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $1,443 | $1,616-10.7% | $2,460-41.3% | $2,343-38.4% |
| Participant deferral / active EE | $1,585 | $2,386-33.6% | $3,438-53.9% | $3,332-52.4% |
| Admin fee / account holder | $3,540 | $3,653-3.1% | $5,558-36.3% | $4,645-23.8% |