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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 | $81,262-74.3% | $155,602-86.6% | $80,911-74.2% |
| Participation rate | 62.5% | 66.2%-3.7pp | 78.2%-15.7pp | 67.6%-5.1pp |
| Annual return | 13.93% | 33.34%-19.4pp | 64.81%-50.9pp | 35.63%-21.7pp |
| Employer contribution / active EE | $2,638 | $3,102-15.0% | $4,675-43.6% | $2,756-4.3% |
| Participant deferral / active EE | $2,171 | $3,451-37.1% | $5,629-61.4% | $4,297-49.5% |
| Admin fee / account holder | $972 | $7,992-87.8% | $15,923-93.9% | $6,935-86.0% |