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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 | $23,272 | $73,978-68.5% | $96,515-75.9% | $75,173-69.0% |
| Participation rate | 60.6% | 66.4%-5.8pp | 74.3%-13.7pp | 67.2%-6.6pp |
| Annual return | 19.51% | 26.72%-7.2pp | 35.73%-16.2pp | 160.72%-141.2pp |
| Employer contribution / active EE | $1,494 | $2,931-49.0% | $3,740-60.1% | $2,671-44.1% |
| Participant deferral / active EE | $3,327 | $3,660-9.1% | $4,880-31.8% | $4,126-19.4% |
| Admin fee / account holder | $4,348 | $5,219-16.7% | $6,735-35.4% | $5,651-23.1% |