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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 | $9,838 | $42,383-76.8% | $76,518-87.1% | $64,173-84.7% |
| Participation rate | 63.3% | 58.1%+5.2pp | 68.0%-4.7pp | 69.6%-6.2pp |
| Annual return | 5.86% | -16.54%+22.4pp | -0.27%+6.1pp | 7.63%-1.8pp |
| Employer contribution / active EE | $2,253 | $1,563+44.1% | $2,647-14.9% | $2,381-5.4% |
| Participant deferral / active EE | $3,736 | $2,566+45.6% | $3,836-2.6% | $3,470+7.7% |
| Admin fee / account holder | $844 | $3,198-73.6% | $4,849-82.6% | $4,887-82.7% |