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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 | $22,969 | $56,894-59.6% | $84,753-72.9% | $62,881-63.5% |
| Participation rate | 63.6% | 68.5%-4.9pp | 76.6%-13.0pp | 69.3%-5.7pp |
| Annual return | 7.75% | 6.30%+1.4pp | 22.78%-15.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,588 | $2,400+7.9% | $3,574-27.6% | $2,281+13.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,664 | $3,581-53.5% | $5,333-68.8% | $4,296-61.3% |