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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 | $23,146 | $72,269-68.0% | $101,271-77.1% | $79,852-71.0% |
| Participation rate | 66.0% | 68.5%-2.5pp | 75.8%-9.8pp | 69.6%-3.7pp |
| Annual return | 23.36% | 22.29%+1.1pp | 46.48%-23.1pp | 31.72%-8.4pp |
| Employer contribution / active EE | $2,124 | $2,692-21.1% | $3,660-42.0% | $2,471-14.1% |
| Participant deferral / active EE | $4,702 | $3,282+43.3% | $4,371+7.6% | $3,740+25.7% |
| Admin fee / account holder | $858 | $4,401-80.5% | $5,948-85.6% | $5,306-83.8% |