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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 | $24,466 | $71,230-65.7% | $93,727-73.9% | $80,959-69.8% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 12.37% | 11.26%+1.1pp | 133.83%-121.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,777 | $1,565+13.5% | $2,421-26.6% | $2,757-35.6% |
| Participant deferral / active EE | $3,074 | $4,037-23.9% | $4,417-30.4% | $4,300-28.5% |
| Admin fee / account holder | $5,675 | $6,961-18.5% | $8,292-31.6% | $6,925-18.1% |