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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 | $21,655 | $46,534-53.5% | $64,097-66.2% | $75,177-71.2% |
| Participation rate | 58.2% | 65.9%-7.8pp | 72.3%-14.1pp | 67.2%-9.0pp |
| Annual return | 17.59% | 26.07%-8.5pp | 33.75%-16.2pp | 160.75%-143.2pp |
| Employer contribution / active EE | $1,845 | $1,976-6.6% | $2,750-32.9% | $2,671-30.9% |
| Participant deferral / active EE | $2,284 | $2,835-19.4% | $3,881-41.2% | $4,126-44.7% |
| Admin fee / account holder | $5,305 | $2,957+79.4% | $3,070+72.8% | $5,651-6.1% |