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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 | $28,754 | $124,980-77.0% | $108,359-73.5% | $154,746-81.4% |
| Participation rate | 64.3% | 75.2%-10.9pp | 70.1%-5.8pp | 80.7%-16.4pp |
| Annual return | 14.72% | 45.00%-30.3pp | 36.89%-22.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,656 | $2,851-41.9% | $2,399-31.0% | $4,379-62.2% |
| Participant deferral / active EE | $2,983 | $4,743-37.1% | $4,137-27.9% | $6,730-55.7% |
| Admin fee / account holder | $2,549 | $11,502-77.8% | $9,741-73.8% | $14,365-82.3% |