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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 | $18,489 | $94,439-80.4% | $73,658-74.9% | $154,746-88.1% |
| Participation rate | 44.4% | 64.7%-20.2pp | 57.0%-12.6pp | 80.7%-36.3pp |
| Annual return | 19.48% | 28.25%-8.8pp | 29.72%-10.2pp | 172.34%-152.9pp |
| Employer contribution / active EE | $957 | $1,257-23.9% | $1,032-7.3% | $4,379-78.1% |
| Participant deferral / active EE | $1,696 | $2,527-32.9% | $2,062-17.7% | $6,730-74.8% |
| Admin fee / account holder | $1,340 | $3,843-65.1% | $3,357-60.1% | $14,365-90.7% |