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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 | $19,250 | $84,236-77.1% | $170,435-88.7% | $70,126-72.5% |
| Participation rate | 69.4% | 70.8%-1.4pp | 83.6%-14.2pp | 69.5%-0.1pp |
| Annual return | 19.94% | 23.06%-3.1pp | 205.94%-186.0pp | 73.15%-53.2pp |
| Employer contribution / active EE | $2,052 | $3,387-39.4% | $5,432-62.2% | $2,343-12.4% |
| Participant deferral / active EE | $4,281 | $3,086+38.7% | $4,939-13.3% | $3,332+28.5% |
| Admin fee / account holder | $2,126 | $5,698-62.7% | $13,881-84.7% | $4,645-54.2% |