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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 | $16,657 | $58,523-71.5% | $99,475-83.3% | $72,975-77.2% |
| Participation rate | 53.3% | 64.6%-11.3pp | 73.8%-20.5pp | 69.5%-16.2pp |
| Annual return | 25.51% | 28.51%-3.0pp | 30.72%-5.2pp | 81.01%-55.5pp |
| Employer contribution / active EE | $1,207 | $1,512-20.2% | $2,540-52.5% | $2,440-50.5% |
| Participant deferral / active EE | $1,468 | $2,606-43.7% | $3,619-59.4% | $3,608-59.3% |
| Admin fee / account holder | $525 | $4,102-87.2% | $6,252-91.6% | $5,124-89.8% |