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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 | $23,624 | $43,730-46.0% | $121,220-80.5% | $64,173-63.2% |
| Participation rate | 46.3% | 58.3%-12.1pp | 71.8%-25.5pp | 69.6%-23.3pp |
| Annual return | 62.01% | 68.94%-6.9pp | 16.94%+45.1pp | 7.63%+54.4pp |
| Employer contribution / active EE | $596 | $1,297-54.1% | $4,023-85.2% | $2,381-75.0% |
| Participant deferral / active EE | $3,100 | $2,281+35.9% | $3,345-7.3% | $3,470-10.6% |
| Admin fee / account holder | $5,475 | $3,502+56.3% | $5,021+9.0% | $4,887+12.0% |