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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 | $23,061 | $81,504-71.7% | $102,437-77.5% | $80,959-71.5% |
| Participation rate | 68.6% | 66.9%+1.7pp | 74.5%-5.9pp | 67.7%+0.9pp |
| Annual return | 37.84% | 25.60%+12.2pp | 24.95%+12.9pp | 35.67%+2.2pp |
| Employer contribution / active EE | $9,246 | $3,104+197.9% | $3,871+138.9% | $2,757+235.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,398 | $6,719-4.8% | $8,388-23.7% | $6,925-7.6% |