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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 | $26,624 | $35,183-24.3% | $73,550-63.8% | $70,126-62.0% |
| Participation rate | 62.8% | 42.9%+19.8pp | 54.9%+7.8pp | 69.5%-6.8pp |
| Annual return | 15.61% | 26.90%-11.3pp | -15.16%+30.8pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,085 | $709+53.1% | $1,219-11.0% | $2,343-53.7% |
| Participant deferral / active EE | $1,988 | $1,220+63.0% | $1,804+10.2% | $3,332-40.3% |
| Admin fee / account holder | $1,289 | $2,302-44.0% | $2,320-44.4% | $4,645-72.3% |