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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 | $22,771 | $62,672-63.7% | $185,117-87.7% | $70,126-67.5% |
| Participation rate | 69.8% | 63.8%+6.0pp | 77.3%-7.5pp | 69.5%+0.3pp |
| Annual return | 16.88% | 40.79%-23.9pp | 40.50%-23.6pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,250 | $1,753-28.7% | $4,182-70.1% | $2,343-46.7% |
| Participant deferral / active EE | $3,005 | $3,272-8.1% | $5,045-40.4% | $3,332-9.8% |
| Admin fee / account holder | $7,114 | $3,932+80.9% | $8,159-12.8% | $4,645+53.1% |