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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 | $94,439-79.4% | $73,658-73.5% | $154,746-87.4% |
| Participation rate | 55.6% | 64.7%-9.1pp | 57.0%-1.5pp | 80.7%-25.1pp |
| Annual return | 12.98% | 28.25%-15.3pp | 29.72%-16.7pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,136 | $1,257-9.7% | $1,032+10.0% | $4,379-74.1% |
| Participant deferral / active EE | $1,428 | $2,527-43.5% | $2,062-30.7% | $6,730-78.8% |
| Admin fee / account holder | $2,746 | $3,843-28.5% | $3,357-18.2% | $14,365-80.9% |