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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 | $21,502 | $84,236-74.5% | $170,435-87.4% | $70,126-69.3% |
| Participation rate | 67.9% | 70.8%-3.0pp | 83.6%-15.7pp | 69.5%-1.7pp |
| Annual return | 16.47% | 23.06%-6.6pp | 205.94%-189.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,214 | $3,387-64.2% | $5,432-77.7% | $2,343-48.2% |
| Participant deferral / active EE | $1,888 | $3,086-38.8% | $4,939-61.8% | $3,332-43.3% |
| Admin fee / account holder | $347 | $5,698-93.9% | $13,881-97.5% | $4,645-92.5% |