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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 | $20,191 | $46,877-56.9% | $122,354-83.5% | $70,126-71.2% |
| Participation rate | 58.1% | 58.2%-0.1pp | 71.6%-13.6pp | 69.5%-11.5pp |
| Annual return | 16.30% | 24.22%-7.9pp | 30.28%-14.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $696 | $1,288-46.0% | $4,051-82.8% | $2,343-70.3% |
| Participant deferral / active EE | $1,095 | $2,167-49.5% | $3,287-66.7% | $3,332-67.1% |
| Admin fee / account holder | $1,527 | $3,324-54.1% | $5,479-72.1% | $4,645-67.1% |