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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 | $24,584 | $43,749-43.8% | $158,223-84.5% | $65,306-62.4% |
| Participation rate | 56.0% | 56.9%-0.9pp | 79.2%-23.2pp | 57.7%-1.7pp |
| Annual return | 19.76% | 19.41%+0.3pp | 52.09%-32.3pp | 21.94%-2.2pp |
| Employer contribution / active EE | $997 | $1,497-33.4% | $4,109-75.7% | $1,967-49.3% |
| Participant deferral / active EE | $1,960 | $2,019-2.9% | $5,467-64.1% | $2,959-33.8% |
| Admin fee / account holder | $890 | $1,930-53.9% | $16,047-94.5% | $3,480-74.4% |