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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 | $24,113 | $84,236-71.4% | $170,435-85.9% | $70,126-65.6% |
| Participation rate | 35.4% | 70.8%-35.4pp | 83.6%-48.2pp | 69.5%-34.1pp |
| Annual return | 20.96% | 23.06%-2.1pp | 205.94%-185.0pp | 73.15%-52.2pp |
| Employer contribution / active EE | $1,042 | $3,387-69.2% | $5,432-80.8% | $2,343-55.5% |
| Participant deferral / active EE | $2,598 | $3,086-15.8% | $4,939-47.4% | $3,332-22.0% |
| Admin fee / account holder | $1,308 | $5,698-77.1% | $13,881-90.6% | $4,645-71.9% |