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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 | $22,092 | $73,978-70.1% | $96,515-77.1% | $75,173-70.6% |
| Participation rate | 42.4% | 66.4%-24.0pp | 74.3%-31.9pp | 67.2%-24.8pp |
| Annual return | 15.98% | 26.72%-10.7pp | 35.73%-19.8pp | 160.72%-144.7pp |
| Employer contribution / active EE | $2,133 | $2,931-27.2% | $3,740-43.0% | $2,671-20.1% |
| Participant deferral / active EE | $4,835 | $3,660+32.1% | $4,880-0.9% | $4,126+17.2% |
| Admin fee / account holder | $1,909 | $5,219-63.4% | $6,735-71.7% | $5,651-66.2% |