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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 | $104,650-82.3% | $83,854-78.0% | $155,188-88.1% |
| Participation rate | 44.4% | 65.1%-20.6pp | 59.1%-14.7pp | 80.8%-36.4pp |
| Annual return | 19.48% | 28.97%-9.5pp | 31.39%-11.9pp | 148.84%-129.4pp |
| Employer contribution / active EE | $957 | $1,196-20.0% | $1,017-5.9% | $4,248-77.5% |
| Participant deferral / active EE | $1,696 | $2,367-28.4% | $2,035-16.7% | $6,531-74.0% |
| Admin fee / account holder | $1,340 | $3,518-61.9% | $3,197-58.1% | $14,480-90.7% |