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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 | $16,716 | $43,344-61.4% | $59,899-72.1% | $64,173-74.0% |
| Participation rate | 54.0% | 69.2%-15.2pp | 74.7%-20.7pp | 69.6%-15.6pp |
| Annual return | 12.52% | -1.55%+14.1pp | 3.46%+9.1pp | 7.63%+4.9pp |
| Employer contribution / active EE | $891 | $2,030-56.1% | $2,723-67.3% | $2,381-62.6% |
| Participant deferral / active EE | $1,025 | $2,547-59.8% | $3,402-69.9% | $3,470-70.5% |
| Admin fee / account holder | $1,517 | $3,008-49.6% | $3,592-57.8% | $4,887-69.0% |