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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 | $8,417 | $57,590-85.4% | $86,233-90.2% | $82,448-89.8% |
| Participation rate | 63.6% | 57.9%+5.8pp | 69.0%-5.4pp | 68.1%-4.4pp |
| Annual return | 30.47% | 22.41%+8.1pp | 61.39%-30.9pp | 41.64%-11.2pp |
| Employer contribution / active EE | $1,402 | $1,655-15.3% | $2,504-44.0% | $2,551-45.1% |
| Participant deferral / active EE | $2,298 | $3,080-25.4% | $4,559-49.6% | $4,139-44.5% |
| Admin fee / account holder | $1,077 | $4,730-77.2% | $8,342-87.1% | $7,234-85.1% |