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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 | $22,065 | $99,345-77.8% | $84,753-74.0% | $273,972-91.9% |
| Participation rate | 64.7% | 80.7%-16.0pp | 76.6%-11.9pp | 83.0%-18.3pp |
| Annual return | 4.10% | 22.93%-18.8pp | 22.78%-18.7pp | 41.46%-37.4pp |
| Employer contribution / active EE | $2,042 | $4,214-51.6% | $3,574-42.9% | $4,869-58.1% |
| Participant deferral / active EE | $5,958 | $4,270+39.5% | $3,712+60.5% | $5,287+12.7% |
| Admin fee / account holder | $2,243 | $6,645-66.3% | $5,333-58.0% | $10,133-77.9% |