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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 | $81,262-70.0% | $155,602-84.3% | $80,911-69.8% |
| Participation rate | 63.0% | 66.2%-3.3pp | 78.2%-15.2pp | 67.6%-4.7pp |
| Annual return | 21.58% | 33.34%-11.8pp | 64.81%-43.2pp | 35.63%-14.0pp |
| Employer contribution / active EE | $2,525 | $3,102-18.6% | $4,675-46.0% | $2,756-8.4% |
| Participant deferral / active EE | $6,432 | $3,451+86.4% | $5,629+14.3% | $4,297+49.7% |
| Admin fee / account holder | $1,538 | $7,992-80.8% | $15,923-90.3% | $6,935-77.8% |