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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 | $29,060 | $69,444-58.2% | $92,985-68.7% | $87,485-66.8% |
| Participation rate | 65.9% | 63.3%+2.6pp | 69.5%-3.6pp | 68.9%-3.1pp |
| Annual return | 29.14% | 23.85%+5.3pp | 27.99%+1.1pp | 26.06%+3.1pp |
| Employer contribution / active EE | $1,398 | $1,917-27.1% | $2,662-47.5% | $2,596-46.1% |
| Participant deferral / active EE | $2,524 | $3,364-25.0% | $4,377-42.3% | $4,274-40.9% |
| Admin fee / account holder | $594 | $6,137-90.3% | $9,463-93.7% | $7,775-92.4% |