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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 | $17,868 | $51,638-65.4% | $129,406-86.2% | $80,959-77.9% |
| Participation rate | 63.6% | 56.9%+6.7pp | 69.6%-6.0pp | 67.7%-4.0pp |
| Annual return | 17.78% | 20.78%-3.0pp | 9468.18%-9450.4pp | 35.67%-17.9pp |
| Employer contribution / active EE | $976 | $1,584-38.4% | $4,155-76.5% | $2,757-64.6% |
| Participant deferral / active EE | $3,488 | $2,670+30.7% | $4,167-16.3% | $4,300-18.9% |
| Admin fee / account holder | $2,113 | $4,313-51.0% | $7,689-72.5% | $6,925-69.5% |