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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 | $19,136 | $84,236-77.3% | $170,439-88.8% | $70,124-72.7% |
| Participation rate | 69.6% | 70.8%-1.2pp | 83.6%-14.0pp | 69.5%+0.1pp |
| Annual return | 13.93% | 23.06%-9.1pp | 205.94%-192.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,320 | $3,387-61.0% | $5,433-75.7% | $2,342-43.7% |
| Participant deferral / active EE | $3,140 | $3,086+1.7% | $4,939-36.4% | $3,332-5.8% |
| Admin fee / account holder | $3,348 | $5,698-41.3% | $13,881-75.9% | $4,645-27.9% |