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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 | $103,164-72.9% | $90,259-69.1% | $154,746-82.0% |
| Participation rate | 58.3% | 76.1%-17.8pp | 70.7%-12.4pp | 80.7%-22.4pp |
| Annual return | 21.91% | 19.25%+2.7pp | 18.88%+3.0pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,174 | $2,532-53.6% | $2,291-48.8% | $4,379-73.2% |
| Participant deferral / active EE | $4,573 | $4,422+3.4% | $3,827+19.5% | $6,730-32.0% |
| Admin fee / account holder | $419 | $8,593-95.1% | $7,267-94.2% | $14,365-97.1% |