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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 | $16,287 | $54,763-70.3% | $90,324-82.0% | $72,976-77.7% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 18.85% | 30.63%-11.8pp | 78.15%-59.3pp | 81.02%-62.2pp |
| Employer contribution / active EE | $579 | $2,093-72.3% | $2,856-79.7% | $2,440-76.3% |
| Participant deferral / active EE | $2,700 | $2,887-6.5% | $3,885-30.5% | $3,608-25.2% |
| Admin fee / account holder | $5,129 | $3,973+29.1% | $5,356-4.2% | $5,124+0.1% |