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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 | $20,086 | $45,343-55.7% | $150,298-86.6% | $67,986-70.5% |
| Participation rate | 68.5% | 51.9%+16.7pp | 77.8%-9.2pp | 57.2%+11.3pp |
| Annual return | 13.75% | 33.28%-19.5pp | 62.79%-49.0pp | 31.67%-17.9pp |
| Employer contribution / active EE | $1,632 | $1,462+11.6% | $4,154-60.7% | $2,019-19.2% |
| Participant deferral / active EE | $1,913 | $2,055-6.9% | $5,453-64.9% | $3,358-43.0% |
| Admin fee / account holder | $24,492 | $2,250+988.6% | $14,116+73.5% | $3,203+664.6% |