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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 | $25,145 | $81,276-69.1% | $155,574-83.8% | $80,925-68.9% |
| Participation rate | 65.6% | 66.2%-0.7pp | 78.2%-12.6pp | 67.7%-2.1pp |
| Annual return | 12.10% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $2,019 | $3,103-34.9% | $4,676-56.8% | $2,756-26.7% |
| Participant deferral / active EE | $2,897 | $3,453-16.1% | $5,629-48.5% | $4,299-32.6% |
| Admin fee / account holder | $3,032 | $7,993-62.1% | $15,914-80.9% | $6,940-56.3% |