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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 | $18,479 | $73,107-74.7% | $114,563-83.9% | $87,485-78.9% |
| Participation rate | 63.6% | 65.8%-2.1pp | 72.9%-9.3pp | 68.9%-5.3pp |
| Annual return | 24.69% | 19.47%+5.2pp | 241.09%-216.4pp | 26.06%-1.4pp |
| Employer contribution / active EE | $2,184 | $1,881+16.1% | $2,592-15.7% | $2,596-15.9% |
| Participant deferral / active EE | $2,740 | $3,144-12.8% | $4,142-33.8% | $4,274-35.9% |
| Admin fee / account holder | $447 | $5,770-92.3% | $7,623-94.1% | $7,775-94.3% |