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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 | $25,985 | $89,370-70.9% | $141,197-81.6% | $72,976-64.4% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 24.13% | 111.88%-87.7pp | 71.41%-47.3pp | 81.02%-56.9pp |
| Employer contribution / active EE | $1,273 | $3,115-59.1% | $4,736-73.1% | $2,440-47.8% |
| Participant deferral / active EE | $4,554 | $5,419-16.0% | $6,710-32.1% | $3,608+26.2% |
| Admin fee / account holder | $4,006 | $5,957-32.7% | $10,265-61.0% | $5,124-21.8% |