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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 | $24,892 | $55,472-55.1% | $155,567-84.0% | $74,546-66.6% |
| Participation rate | 62.6% | 61.9%+0.7pp | 78.2%-15.6pp | 67.2%-4.6pp |
| Annual return | 11.86% | 268.72%-256.9pp | 64.74%-52.9pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $1,035 | $2,269-54.4% | $4,674-77.9% | $2,624-60.6% |
| Participant deferral / active EE | $1,156 | $2,838-59.3% | $5,628-79.5% | $4,347-73.4% |
| Admin fee / account holder | $1,064 | $1,743-39.0% | $15,916-93.3% | $1,944-45.3% |