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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 | $27,397 | $174,018-84.3% | $136,833-80.0% | $198,609-86.2% |
| Participation rate | 68.2% | 65.1%+3.1pp | 59.0%+9.2pp | 82.4%-14.2pp |
| Annual return | 16.39% | 35.16%-18.8pp | 35.32%-18.9pp | 202.70%-186.3pp |
| Employer contribution / active EE | $623 | $1,571-60.4% | $1,319-52.8% | $5,055-87.7% |
| Participant deferral / active EE | $741 | $2,873-74.2% | $2,441-69.6% | $6,977-89.4% |
| Admin fee / account holder | $1,195 | $5,434-78.0% | $4,706-74.6% | $19,030-93.7% |