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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 | $22,285 | $54,541-59.1% | $78,778-71.7% | $70,124-68.2% |
| Participation rate | 55.1% | 60.8%-5.7pp | 69.2%-14.1pp | 69.5%-14.4pp |
| Annual return | 19.86% | 21.07%-1.2pp | 35.62%-15.8pp | 73.14%-53.3pp |
| Employer contribution / active EE | $1,099 | $1,089+0.9% | $1,986-44.7% | $2,342-53.1% |
| Participant deferral / active EE | $2,661 | $2,210+20.4% | $2,958-10.0% | $3,332-20.1% |
| Admin fee / account holder | $863 | $3,709-76.7% | $5,134-83.2% | $4,645-81.4% |