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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 | $20,619 | $73,955-72.1% | $96,520-78.6% | $75,181-72.6% |
| Participation rate | 64.5% | 66.4%-1.9pp | 74.3%-9.8pp | 67.2%-2.7pp |
| Annual return | 14.73% | 26.72%-12.0pp | 35.72%-21.0pp | 160.69%-146.0pp |
| Employer contribution / active EE | $2,320 | $2,930-20.8% | $3,739-37.9% | $2,671-13.1% |
| Participant deferral / active EE | $3,952 | $3,659+8.0% | $4,879-19.0% | $4,126-4.2% |
| Admin fee / account holder | $570 | $5,217-89.1% | $6,733-91.5% | $5,650-89.9% |