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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 | $23,533 | $64,705-63.6% | $62,929-62.6% | $67,986-65.4% |
| Participation rate | 60.2% | 65.6%-5.4pp | 73.1%-12.9pp | 57.2%+3.0pp |
| Annual return | 17.88% | 20.31%-2.4pp | 1063.93%-1046.0pp | 31.67%-13.8pp |
| Employer contribution / active EE | $726 | $2,376-69.4% | $2,505-71.0% | $2,019-64.0% |
| Participant deferral / active EE | $1,745 | $3,198-45.4% | $3,888-55.1% | $3,358-48.0% |
| Admin fee / account holder | $1,073 | $1,428-24.8% | $5,065-78.8% | $3,203-66.5% |