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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 | $17,203 | $46,297-62.8% | $71,671-76.0% | $62,293-72.4% |
| Participation rate | 44.1% | 60.6%-16.5pp | 68.7%-24.6pp | 69.5%-25.4pp |
| Annual return | 19.92% | 22.32%-2.4pp | 20.65%-0.7pp | 28.90%-9.0pp |
| Employer contribution / active EE | $1,322 | $1,412-6.3% | $2,460-46.2% | $2,042-35.2% |
| Participant deferral / active EE | $1,859 | $2,235-16.8% | $3,438-45.9% | $3,169-41.3% |
| Admin fee / account holder | $1,977 | $461+329.3% | $5,558-64.4% | $479+312.5% |