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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 | $27,851 | $48,078-42.1% | $78,676-64.6% | $62,881-55.7% |
| Participation rate | 67.2% | 65.2%+2.0pp | 73.6%-6.3pp | 69.3%-2.1pp |
| Annual return | 9.38% | 31.36%-22.0pp | 62.19%-52.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $689 | $2,015-65.8% | $2,850-75.8% | $2,281-69.8% |
| Participant deferral / active EE | $1,745 | $2,587-32.5% | $3,517-50.4% | $3,203-45.5% |
| Admin fee / account holder | $533 | $3,206-83.4% | $4,510-88.2% | $4,296-87.6% |