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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 | $24,305 | $89,364-72.8% | $141,177-82.8% | $72,983-66.7% |
| Participation rate | 50.8% | 75.1%-24.3pp | 82.5%-31.7pp | 69.5%-18.7pp |
| Annual return | 20.16% | 111.86%-91.7pp | 71.40%-51.2pp | 81.01%-60.8pp |
| Employer contribution / active EE | $1,263 | $3,115-59.5% | $4,736-73.3% | $2,440-48.3% |
| Participant deferral / active EE | $3,185 | $5,419-41.2% | $6,710-52.5% | $3,608-11.7% |
| Admin fee / account holder | $7,947 | $5,959+33.4% | $10,263-22.6% | $5,124+55.1% |