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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 | $22,932 | $135,956-83.1% | $123,894-81.5% | $273,972-91.6% |
| Participation rate | 57.9% | 84.1%-26.2pp | 81.4%-23.5pp | 83.0%-25.1pp |
| Annual return | 72.25% | 56.63%+15.6pp | 47.52%+24.7pp | 41.46%+30.8pp |
| Employer contribution / active EE | $1,500 | $5,170-71.0% | $4,617-67.5% | $4,869-69.2% |
| Participant deferral / active EE | $2,402 | $6,343-62.1% | $5,984-59.9% | $5,287-54.6% |
| Admin fee / account holder | $2,229 | $9,817-77.3% | $8,357-73.3% | $10,133-78.0% |