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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 | $20,589 | $112,729-81.7% | $98,716-79.1% | $137,256-85.0% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.3%-5.7pp | 80.0%-16.3pp |
| Annual return | 15.25% | 38.48%-23.2pp | 31.81%-16.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,350 | $2,725-50.5% | $2,279-40.7% | $4,156-67.5% |
| Participant deferral / active EE | $2,824 | $4,640-39.1% | $4,048-30.2% | $6,407-55.9% |
| Admin fee / account holder | $6,493 | $10,129-35.9% | $8,703-25.4% | $12,270-47.1% |