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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 | $52,765 | $100,125-47.3% | $81,482-35.2% | $145,978-63.9% |
| Participation rate | 65.0% | 74.2%-9.2pp | 69.5%-4.5pp | 80.3%-15.3pp |
| Annual return | 10.93% | 34.44%-23.5pp | 24.79%-13.9pp | 550.52%-539.6pp |
| Employer contribution / active EE | $1,148 | $2,977-61.5% | $2,463-53.4% | $4,662-75.4% |
| Participant deferral / active EE | $3,768 | $4,609-18.2% | $3,885-3.0% | $6,690-43.7% |
| Admin fee / account holder | $1,231 | $8,198-85.0% | $5,761-78.6% | $13,400-90.8% |