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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 | $26,963 | $45,082-40.2% | $69,464-61.2% | $72,975-63.1% |
| Participation rate | 45.7% | 68.5%-22.8pp | 74.6%-28.9pp | 69.5%-23.8pp |
| Annual return | 13.37% | 22.66%-9.3pp | 28.98%-15.6pp | 81.01%-67.6pp |
| Employer contribution / active EE | $1,137 | $2,055-44.7% | $2,779-59.1% | $2,440-53.4% |
| Participant deferral / active EE | $2,550 | $2,604-2.1% | $3,536-27.9% | $3,608-29.3% |
| Admin fee / account holder | $2,145 | $3,057-29.8% | $3,840-44.1% | $5,124-58.1% |