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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 | $24,412 | $81,358-70.0% | $155,556-84.3% | $80,959-69.8% |
| Participation rate | 63.0% | 66.3%-3.3pp | 78.2%-15.3pp | 67.7%-4.7pp |
| Annual return | 21.58% | 33.39%-11.8pp | 64.84%-43.3pp | 35.67%-14.1pp |
| Employer contribution / active EE | $2,525 | $3,106-18.7% | $4,675-46.0% | $2,757-8.4% |
| Participant deferral / active EE | $6,432 | $3,455+86.1% | $5,631+14.2% | $4,300+49.6% |
| Admin fee / account holder | $1,538 | $7,994-80.8% | $15,885-90.3% | $6,925-77.8% |