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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 | $26,194 | $77,901-66.4% | $149,717-82.5% | $75,181-65.2% |
| Participation rate | 60.0% | 65.6%-5.6pp | 78.8%-18.8pp | 67.2%-7.2pp |
| Annual return | 17.28% | 31.73%-14.4pp | 134.41%-117.1pp | 160.69%-143.4pp |
| Employer contribution / active EE | $3,777 | $3,137+20.4% | $4,820-21.6% | $2,671+41.4% |
| Participant deferral / active EE | $2,400 | $3,411-29.6% | $5,682-57.8% | $4,126-41.8% |
| Admin fee / account holder | $4,702 | $5,949-21.0% | $13,213-64.4% | $5,650-16.8% |