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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 | $27,742 | $54,757-49.3% | $90,300-69.3% | $72,983-62.0% |
| Participation rate | 66.7% | 65.1%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 21.02% | 30.63%-9.6pp | 78.11%-57.1pp | 81.01%-60.0pp |
| Employer contribution / active EE | $1,667 | $2,092-20.4% | $2,854-41.6% | $2,440-31.7% |
| Participant deferral / active EE | $1,239 | $2,887-57.1% | $3,884-68.1% | $3,608-65.7% |
| Admin fee / account holder | $454 | $3,972-88.6% | $5,353-91.5% | $5,124-91.1% |