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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 | $22,739 | $81,504-72.1% | $102,437-77.8% | $80,959-71.9% |
| Participation rate | 60.5% | 66.9%-6.3pp | 74.5%-14.0pp | 67.7%-7.1pp |
| Annual return | 16.76% | 25.60%-8.8pp | 24.95%-8.2pp | 35.67%-18.9pp |
| Employer contribution / active EE | $1,613 | $3,104-48.0% | $3,871-58.3% | $2,757-41.5% |
| Participant deferral / active EE | $2,936 | $3,871-24.1% | $5,060-42.0% | $4,300-31.7% |
| Admin fee / account holder | $2,206 | $6,719-67.2% | $8,388-73.7% | $6,925-68.2% |