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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 | $14,228 | $37,446-62.0% | $77,513-81.6% | $79,852-82.2% |
| Participation rate | 68.0% | 41.5%+26.5pp | 54.2%+13.8pp | 69.6%-1.6pp |
| Annual return | 12.79% | 39.76%-27.0pp | 54.81%-42.0pp | 31.72%-18.9pp |
| Employer contribution / active EE | $642 | $637+0.8% | $987-34.9% | $2,471-74.0% |
| Participant deferral / active EE | $1,714 | $1,261+36.0% | $1,861-7.9% | $3,740-54.2% |
| Admin fee / account holder | $991 | $2,506-60.4% | $2,859-65.3% | $5,306-81.3% |