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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 | $18,532 | $52,678-64.8% | $75,784-75.5% | $59,633-68.9% |
| Participation rate | 60.5% | 67.2%-6.7pp | 75.8%-15.3pp | 68.7%-8.1pp |
| Annual return | 9.59% | 2.95%+6.6pp | 9.68%-0.1pp | 2041.45%-2031.9pp |
| Employer contribution / active EE | $2,413 | $2,193+10.0% | $3,323-27.4% | $2,203+9.5% |
| Participant deferral / active EE | $3,700 | $2,591+42.8% | $3,652+1.3% | $3,192+15.9% |
| Admin fee / account holder | $1,797 | $3,610-50.2% | $5,300-66.1% | $4,297-58.2% |