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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 | $15,120 | $45,087-66.5% | $69,483-78.2% | $72,976-79.3% |
| Participation rate | 56.5% | 68.5%-12.0pp | 74.6%-18.1pp | 69.5%-13.0pp |
| Annual return | 21.76% | 22.67%-0.9pp | 28.99%-7.2pp | 81.02%-59.3pp |
| Employer contribution / active EE | $1,810 | $2,055-11.9% | $2,780-34.9% | $2,440-25.8% |
| Participant deferral / active EE | $2,942 | $2,603+13.0% | $3,537-16.8% | $3,608-18.5% |
| Admin fee / account holder | $1,594 | $3,057-47.8% | $3,841-58.5% | $5,124-68.9% |