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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 | $25,746 | $71,057-63.8% | $93,654-72.5% | $80,874-68.2% |
| Participation rate | 63.3% | 60.4%+2.9pp | 68.7%-5.4pp | 67.6%-4.3pp |
| Annual return | 16.63% | 11.26%+5.4pp | 133.34%-116.7pp | 35.62%-19.0pp |
| Employer contribution / active EE | $943 | $1,564-39.7% | $2,421-61.0% | $2,756-65.8% |
| Participant deferral / active EE | $2,719 | $4,034-32.6% | $4,413-38.4% | $4,297-36.7% |
| Admin fee / account holder | $2,332 | $6,944-66.4% | $8,282-71.8% | $6,935-66.4% |