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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 | $27,340 | $106,749-74.4% | $145,433-81.2% | $82,448-66.8% |
| Participation rate | 68.3% | 75.6%-7.4pp | 82.1%-13.8pp | 68.1%+0.2pp |
| Annual return | 20.37% | 27.59%-7.2pp | 66.58%-46.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $2,276 | $3,444-33.9% | $4,554-50.0% | $2,551-10.8% |
| Participant deferral / active EE | $3,013 | $6,519-53.8% | $7,897-61.8% | $4,139-27.2% |
| Admin fee / account holder | $621 | $8,390-92.6% | $13,129-95.3% | $7,234-91.4% |