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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 | $17,000 | $41,377-58.9% | $109,313-84.4% | $62,881-73.0% |
| Participation rate | 52.3% | 57.5%-5.3pp | 71.3%-19.0pp | 69.3%-17.0pp |
| Annual return | 20.24% | 11.05%+9.2pp | 22.07%-1.8pp | 20.14%+0.1pp |
| Employer contribution / active EE | $1,774 | $1,276+39.0% | $3,892-54.4% | $2,281-22.2% |
| Participant deferral / active EE | $2,154 | $2,045+5.3% | $3,166-32.0% | $3,203-32.8% |
| Admin fee / account holder | $958 | $2,884-66.8% | $5,666-83.1% | $4,296-77.7% |