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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 | $17,371 | $54,763-68.3% | $90,324-80.8% | $72,976-76.2% |
| Participation rate | 67.9% | 65.2%+2.7pp | 73.3%-5.4pp | 69.5%-1.6pp |
| Annual return | 17.33% | 30.63%-13.3pp | 78.15%-60.8pp | 81.02%-63.7pp |
| Employer contribution / active EE | $903 | $2,093-56.8% | $2,856-68.4% | $2,440-63.0% |
| Participant deferral / active EE | $1,042 | $2,887-63.9% | $3,885-73.2% | $3,608-71.1% |
| Admin fee / account holder | $7,668 | $3,973+93.0% | $5,356+43.2% | $5,124+49.6% |