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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 | $14,722 | $43,344-66.0% | $59,899-75.4% | $64,173-77.1% |
| Participation rate | 51.4% | 69.2%-17.8pp | 74.7%-23.3pp | 69.6%-18.2pp |
| Annual return | 11.75% | -1.55%+13.3pp | 3.46%+8.3pp | 7.63%+4.1pp |
| Employer contribution / active EE | $1,467 | $2,030-27.7% | $2,723-46.1% | $2,381-38.4% |
| Participant deferral / active EE | $1,456 | $2,547-42.9% | $3,402-57.2% | $3,470-58.0% |
| Admin fee / account holder | $800 | $3,008-73.4% | $3,592-77.7% | $4,887-83.6% |