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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 | $22,300 | $52,978-57.9% | $116,096-80.8% | $65,306-65.9% |
| Participation rate | 52.4% | 51.6%+0.8pp | 73.3%-20.9pp | 57.7%-5.2pp |
| Annual return | 22.88% | 27.83%-4.9pp | 326.25%-303.4pp | 21.94%+0.9pp |
| Employer contribution / active EE | $1,130 | $1,182-4.4% | $2,503-54.8% | $1,967-42.5% |
| Participant deferral / active EE | $2,554 | $2,197+16.2% | $3,952-35.4% | $2,959-13.7% |
| Admin fee / account holder | $917 | $2,820-67.5% | $7,704-88.1% | $3,480-73.6% |