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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 | $26,127 | $48,078-45.7% | $78,676-66.8% | $62,881-58.5% |
| Participation rate | 69.4% | 65.2%+4.2pp | 73.6%-4.1pp | 69.3%+0.1pp |
| Annual return | 6.25% | 31.36%-25.1pp | 62.19%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,028 | $2,015-49.0% | $2,850-63.9% | $2,281-54.9% |
| Participant deferral / active EE | $2,179 | $2,587-15.8% | $3,517-38.0% | $3,203-32.0% |
| Admin fee / account holder | $5,425 | $3,206+69.2% | $4,510+20.3% | $4,296+26.3% |