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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 | $18,490 | $77,638-76.2% | $156,552-88.2% | $62,881-70.6% |
| Participation rate | 69.4% | 71.2%-1.8pp | 84.0%-14.6pp | 69.3%+0.1pp |
| Annual return | 6.76% | 50.33%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,704 | $3,444-50.5% | $5,501-69.0% | $2,281-25.3% |
| Participant deferral / active EE | $2,603 | $3,046-14.5% | $4,871-46.6% | $3,203-18.7% |
| Admin fee / account holder | $1,470 | $5,561-73.6% | $13,028-88.7% | $4,296-65.8% |