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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 | $20,392 | $64,359-68.3% | $90,161-77.4% | $70,126-70.9% |
| Participation rate | 58.6% | 70.4%-11.8pp | 76.9%-18.3pp | 69.5%-10.9pp |
| Annual return | 21.85% | 28.13%-6.3pp | 34.89%-13.0pp | 73.15%-51.3pp |
| Employer contribution / active EE | $1,416 | $2,046-30.8% | $3,318-57.3% | $2,343-39.5% |
| Participant deferral / active EE | $2,584 | $4,389-41.1% | $5,287-51.1% | $3,332-22.4% |
| Admin fee / account holder | $870 | $3,945-77.9% | $5,943-85.4% | $4,645-81.3% |