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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 | $20,664 | $87,544-76.4% | $75,784-72.7% | $125,388-83.5% |
| Participation rate | 64.7% | 80.2%-15.5pp | 75.8%-11.1pp | 83.2%-18.5pp |
| Annual return | 0.79% | 13.49%-12.7pp | 9.68%-8.9pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,042 | $3,930-73.5% | $3,323-68.6% | $4,866-78.6% |
| Participant deferral / active EE | $2,807 | $4,229-33.6% | $3,652-23.1% | $5,352-47.6% |
| Admin fee / account holder | $1,116 | $6,502-82.8% | $5,300-78.9% | $9,541-88.3% |