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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 | $23,856 | $76,407-68.8% | $150,298-84.1% | $82,448-71.1% |
| Participation rate | 60.6% | 66.4%-5.8pp | 77.8%-17.2pp | 68.1%-7.5pp |
| Annual return | 14.83% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,947 | $2,614-25.5% | $4,154-53.1% | $2,551-23.7% |
| Participant deferral / active EE | $2,172 | $3,214-32.4% | $5,453-60.2% | $4,139-47.5% |
| Admin fee / account holder | $2,760 | $6,352-56.5% | $14,116-80.4% | $7,234-61.8% |