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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 | $19,496 | $104,650-81.4% | $83,854-76.7% | $155,188-87.4% |
| Participation rate | 55.6% | 65.1%-9.5pp | 59.1%-3.6pp | 80.8%-25.2pp |
| Annual return | 12.98% | 28.97%-16.0pp | 31.39%-18.4pp | 148.84%-135.9pp |
| Employer contribution / active EE | $1,136 | $1,196-5.1% | $1,017+11.7% | $4,248-73.3% |
| Participant deferral / active EE | $1,428 | $2,367-39.7% | $2,035-29.8% | $6,531-78.1% |
| Admin fee / account holder | $2,746 | $3,518-21.9% | $3,197-14.1% | $14,480-81.0% |