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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 | $20,910 | $81,331-74.3% | $155,534-86.6% | $80,935-74.2% |
| Participation rate | 62.5% | 66.3%-3.8pp | 78.2%-15.7pp | 67.7%-5.2pp |
| Annual return | 13.93% | 33.37%-19.4pp | 64.92%-51.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $2,638 | $3,105-15.0% | $4,675-43.6% | $2,757-4.3% |
| Participant deferral / active EE | $2,171 | $3,454-37.1% | $5,630-61.4% | $4,299-49.5% |
| Admin fee / account holder | $972 | $7,999-87.9% | $15,900-93.9% | $6,924-86.0% |