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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 | $28,607 | $58,493-51.1% | $84,023-66.0% | $72,976-60.8% |
| Participation rate | 69.2% | 61.2%+8.0pp | 69.0%+0.2pp | 69.5%-0.3pp |
| Annual return | 25.49% | 28.93%-3.4pp | 71.32%-45.8pp | 81.02%-55.5pp |
| Employer contribution / active EE | $1,785 | $1,163+53.4% | $1,984-10.0% | $2,440-26.9% |
| Participant deferral / active EE | $3,873 | $2,394+61.8% | $3,239+19.5% | $3,608+7.3% |
| Admin fee / account holder | $308 | $4,569-93.3% | $6,102-95.0% | $5,124-94.0% |