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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 | $22,464 | $52,678-57.4% | $75,784-70.4% | $59,633-62.3% |
| Participation rate | 59.5% | 67.2%-7.8pp | 75.8%-16.4pp | 68.7%-9.2pp |
| Annual return | 19.97% | 2.95%+17.0pp | 9.68%+10.3pp | 2041.40%-2021.4pp |
| Employer contribution / active EE | $835 | $2,193-61.9% | $3,323-74.9% | $2,203-62.1% |
| Participant deferral / active EE | $1,624 | $2,591-37.3% | $3,652-55.5% | $3,192-49.1% |
| Admin fee / account holder | $3,915 | $3,610+8.4% | $5,300-26.1% | $4,297-8.9% |