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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 | $19,966 | $48,337-58.7% | $67,560-70.4% | $80,959-75.3% |
| Participation rate | 48.3% | 66.4%-18.2pp | 72.9%-24.7pp | 67.7%-19.4pp |
| Annual return | 17.10% | 18.26%-1.2pp | 3533.50%-3516.4pp | 35.67%-18.6pp |
| Employer contribution / active EE | $1,248 | $2,023-38.3% | $2,737-54.4% | $2,757-54.7% |
| Participant deferral / active EE | $3,863 | $2,928+31.9% | $4,004-3.5% | $4,300-10.2% |
| Admin fee / account holder | $321 | $3,695-91.3% | $3,994-92.0% | $6,925-95.4% |