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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 | $27,902 | $84,236-66.9% | $170,435-83.6% | $70,126-60.2% |
| Participation rate | 69.6% | 70.8%-1.2pp | 83.6%-14.0pp | 69.5%+0.1pp |
| Annual return | 14.37% | 23.06%-8.7pp | 205.94%-191.6pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,167 | $3,387-65.6% | $5,432-78.5% | $2,343-50.2% |
| Participant deferral / active EE | $2,577 | $3,086-16.5% | $4,939-47.8% | $3,332-22.6% |
| Admin fee / account holder | $5,054 | $5,698-11.3% | $13,881-63.6% | $4,645+8.8% |