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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 | $17,586 | $41,377-57.5% | $109,313-83.9% | $62,881-72.0% |
| Participation rate | 53.6% | 57.5%-4.0pp | 71.3%-17.7pp | 69.3%-15.7pp |
| Annual return | 5.29% | 11.05%-5.8pp | 22.07%-16.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $829 | $1,276-35.0% | $3,892-78.7% | $2,281-63.6% |
| Participant deferral / active EE | $854 | $2,045-58.2% | $3,166-73.0% | $3,203-73.3% |
| Admin fee / account holder | $455 | $2,884-84.2% | $5,666-92.0% | $4,296-89.4% |