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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 | $24,563 | $73,978-66.8% | $96,515-74.6% | $75,173-67.3% |
| Participation rate | 52.1% | 66.4%-14.4pp | 74.3%-22.3pp | 67.2%-15.1pp |
| Annual return | 22.08% | 26.72%-4.6pp | 35.73%-13.7pp | 160.72%-138.6pp |
| Employer contribution / active EE | $1,693 | $2,931-42.2% | $3,740-54.7% | $2,671-36.6% |
| Participant deferral / active EE | $2,640 | $3,660-27.9% | $4,880-45.9% | $4,126-36.0% |
| Admin fee / account holder | $1,634 | $5,219-68.7% | $6,735-75.7% | $5,651-71.1% |