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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 | $15,648 | $54,763-71.4% | $90,324-82.7% | $72,976-78.6% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 21.32% | 30.63%-9.3pp | 78.15%-56.8pp | 81.02%-59.7pp |
| Employer contribution / active EE | $1,154 | $2,093-44.9% | $2,856-59.6% | $2,440-52.7% |
| Participant deferral / active EE | $2,564 | $2,887-11.2% | $3,885-34.0% | $3,608-28.9% |
| Admin fee / account holder | $4,183 | $3,973+5.3% | $5,356-21.9% | $5,124-18.4% |