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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 | $28,792 | $106,749-73.0% | $145,433-80.2% | $82,448-65.1% |
| Participation rate | 41.9% | 75.6%-33.7pp | 82.1%-40.2pp | 68.1%-26.1pp |
| Annual return | 21.58% | 27.59%-6.0pp | 66.58%-45.0pp | 41.64%-20.1pp |
| Employer contribution / active EE | $4,966 | $3,444+44.2% | $4,554+9.0% | $2,551+94.7% |
| Participant deferral / active EE | $13,137 | $6,519+101.5% | $7,897+66.3% | $4,139+217.4% |
| Admin fee / account holder | $15,268 | $8,390+82.0% | $13,129+16.3% | $7,234+111.1% |