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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 | $21,311 | $53,774-60.4% | $134,162-84.1% | $79,856-73.3% |
| Participation rate | 56.3% | 58.8%-2.5pp | 72.2%-15.9pp | 69.6%-13.4pp |
| Annual return | 23.54% | 19.01%+4.5pp | 36.35%-12.8pp | 31.71%-8.2pp |
| Employer contribution / active EE | $1,159 | $1,322-12.3% | $3,705-68.7% | $2,471-53.1% |
| Participant deferral / active EE | $2,051 | $2,420-15.3% | $3,500-41.4% | $3,741-45.2% |
| Admin fee / account holder | $832 | $3,985-79.1% | $6,685-87.6% | $5,306-84.3% |