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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 | $19,161 | $45,312-57.7% | $86,233-77.8% | $67,986-71.8% |
| Participation rate | 60.7% | 42.4%+18.2pp | 69.0%-8.4pp | 57.2%+3.5pp |
| Annual return | 15.86% | 24.79%-8.9pp | 61.39%-45.5pp | 31.67%-15.8pp |
| Employer contribution / active EE | $1,384 | $1,160+19.4% | $2,504-44.7% | $2,019-31.4% |
| Participant deferral / active EE | $2,711 | $2,185+24.1% | $4,559-40.5% | $3,358-19.3% |
| Admin fee / account holder | $2,011 | $3,295-38.9% | $8,342-75.9% | $3,203-37.2% |