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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 | $57,258 | $76,834-25.5% | $108,359-47.2% | $87,485-34.6% |
| Participation rate | 56.4% | 61.7%-5.4pp | 70.1%-13.8pp | 68.9%-12.6pp |
| Annual return | 21.88% | 19.09%+2.8pp | 36.89%-15.0pp | 26.06%-4.2pp |
| Employer contribution / active EE | $985 | $1,556-36.7% | $2,399-58.9% | $2,596-62.1% |
| Participant deferral / active EE | $3,586 | $3,100+15.7% | $4,137-13.3% | $4,274-16.1% |
| Admin fee / account holder | $484 | $6,537-92.6% | $9,741-95.0% | $7,775-93.8% |