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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 | $99,380-71.9% | $90,312-69.1% | $155,188-82.0% |
| Participation rate | 58.3% | 77.3%-19.0pp | 72.9%-14.6pp | 80.8%-22.5pp |
| Annual return | 21.91% | 19.35%+2.6pp | 18.90%+3.0pp | 148.84%-126.9pp |
| Employer contribution / active EE | $1,174 | $2,390-50.9% | $2,243-47.6% | $4,248-72.4% |
| Participant deferral / active EE | $4,573 | $4,212+8.6% | $3,749+22.0% | $6,531-30.0% |
| Admin fee / account holder | $419 | $9,766-95.7% | $8,248-94.9% | $14,480-97.1% |