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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 | $26,725 | $78,013-65.7% | $178,449-85.0% | $80,911-67.0% |
| Participation rate | 63.4% | 65.7%-2.2pp | 77.1%-13.7pp | 67.6%-4.2pp |
| Annual return | 21.56% | 18.07%+3.5pp | 27.09%-5.5pp | 35.63%-14.1pp |
| Employer contribution / active EE | $1,217 | $2,287-46.8% | $3,951-69.2% | $2,756-55.8% |
| Participant deferral / active EE | $2,058 | $4,408-53.3% | $6,277-67.2% | $4,297-52.1% |
| Admin fee / account holder | $1,446 | $7,166-79.8% | $10,362-86.0% | $6,935-79.2% |