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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 | $16,010 | $77,920-79.5% | $149,723-89.3% | $75,177-78.7% |
| Participation rate | 65.9% | 65.6%+0.3pp | 78.8%-12.9pp | 67.2%-1.3pp |
| Annual return | 36.58% | 31.72%+4.9pp | 134.50%-97.9pp | 160.75%-124.2pp |
| Employer contribution / active EE | $3,098 | $3,138-1.3% | $4,821-35.7% | $2,671+16.0% |
| Participant deferral / active EE | $1,172 | $3,411-65.7% | $5,682-79.4% | $4,126-71.6% |
| Admin fee / account holder | $1,671 | $5,951-71.9% | $13,215-87.4% | $5,651-70.4% |