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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 | $27,911 | $102,245-72.7% | $89,340-68.8% | $137,256-79.7% |
| Participation rate | 58.3% | 74.9%-16.6pp | 69.6%-11.2pp | 80.0%-21.6pp |
| Annual return | 21.91% | 21.89%0pp | 20.57%+1.3pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,174 | $2,529-53.6% | $2,231-47.4% | $4,156-71.8% |
| Participant deferral / active EE | $4,573 | $4,436+3.1% | $3,823+19.6% | $6,407-28.6% |
| Admin fee / account holder | $419 | $8,085-94.8% | $6,704-93.8% | $12,270-96.6% |