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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 | $11,446 | $103,957-89.0% | $69,182-83.5% | $273,968-95.8% |
| Participation rate | 52.2% | 67.4%-15.2pp | 55.1%-2.9pp | 83.0%-30.8pp |
| Annual return | 39.05% | 35.28%+3.8pp | -21.94%+61.0pp | 41.45%-2.4pp |
| Employer contribution / active EE | $1,989 | $1,781+11.7% | $1,205+65.0% | $4,869-59.2% |
| Participant deferral / active EE | $196 | $2,716-92.8% | $1,896-89.7% | $5,287-96.3% |
| Admin fee / account holder | $479 | $3,671-87.0% | $2,697-82.2% | $10,132-95.3% |