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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 | $27,893 | $136,860-79.6% | $120,344-76.8% | $154,746-82.0% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 10.38% | 21.38%-11.0pp | 20.30%-9.9pp | 172.34%-162.0pp |
| Employer contribution / active EE | $1,285 | $3,533-63.6% | $3,020-57.4% | $4,379-70.7% |
| Participant deferral / active EE | $7,829 | $5,793+35.1% | $5,135+52.5% | $6,730+16.3% |
| Admin fee / account holder | $13,133 | $15,393-14.7% | $12,742+3.1% | $14,365-8.6% |