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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 | $23,952 | $86,050-72.2% | $189,758-87.4% | $94,015-74.5% |
| Participation rate | 31.1% | 68.9%-37.8pp | 79.8%-48.6pp | 70.8%-39.7pp |
| Annual return | 47.03% | 17.77%+29.3pp | 52.62%-5.6pp | 17.84%+29.2pp |
| Employer contribution / active EE | $1,135 | $2,819-59.7% | $4,767-76.2% | $2,790-59.3% |
| Participant deferral / active EE | $1,943 | $3,349-42.0% | $5,856-66.8% | $4,249-54.3% |
| Admin fee / account holder | $1,216 | $6,627-81.6% | $20,388-94.0% | $8,951-86.4% |