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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 | $25,704 | $58,493-56.1% | $84,021-69.4% | $72,975-64.8% |
| Participation rate | 69.2% | 61.2%+8.0pp | 69.0%+0.2pp | 69.5%-0.3pp |
| Annual return | 17.75% | 28.93%-11.2pp | 71.32%-53.6pp | 81.01%-63.3pp |
| Employer contribution / active EE | $576 | $1,163-50.5% | $1,984-71.0% | $2,440-76.4% |
| Participant deferral / active EE | $1,697 | $2,394-29.1% | $3,239-47.6% | $3,608-53.0% |
| Admin fee / account holder | $883 | $4,569-80.7% | $6,102-85.5% | $5,124-82.8% |