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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 | $24,950 | $56,110-55.5% | $94,993-73.7% | $70,124-64.4% |
| Participation rate | 48.0% | 65.0%-17.0pp | 73.9%-25.9pp | 69.5%-21.5pp |
| Annual return | 16.15% | 51.02%-34.9pp | 27.14%-11.0pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,174 | $1,442-18.6% | $2,603-54.9% | $2,342-49.9% |
| Participant deferral / active EE | $1,568 | $2,391-34.4% | $3,317-52.7% | $3,332-52.9% |
| Admin fee / account holder | $477 | $3,456-86.2% | $4,960-90.4% | $4,645-89.7% |