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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 | $42,894 | $95,404-55.0% | $113,397-62.2% | $82,637-48.1% |
| Participation rate | 67.9% | 72.8%-5.0pp | 76.5%-8.6pp | 68.1%-0.2pp |
| Annual return | 16.20% | 19.08%-2.9pp | 23.20%-7.0pp | 53.51%-37.3pp |
| Employer contribution / active EE | $721 | $2,307-68.7% | $2,977-75.8% | $2,552-71.8% |
| Participant deferral / active EE | $2,329 | $4,220-44.8% | $5,076-54.1% | $4,126-43.6% |
| Admin fee / account holder | $6,731 | $9,168-26.6% | $11,957-43.7% | $7,339-8.3% |