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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 | $28,456 | $37,156-23.4% | $83,854-66.1% | $86,983-67.3% |
| Participation rate | 56.6% | 49.1%+7.6pp | 59.1%-2.5pp | 69.5%-12.9pp |
| Annual return | 16.33% | 29.88%-13.5pp | 31.39%-15.1pp | 25.83%-9.5pp |
| Employer contribution / active EE | $805 | $661+21.8% | $1,017-20.9% | $2,584-68.9% |
| Participant deferral / active EE | $2,060 | $1,418+45.3% | $2,035+1.2% | $4,194-50.9% |
| Admin fee / account holder | $2,110 | $2,510-15.9% | $3,197-34.0% | $7,856-73.1% |