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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 | $81,457-72.1% | $103,378-78.0% | $80,911-71.9% |
| Participation rate | 60.5% | 66.8%-6.3pp | 74.5%-14.0pp | 67.6%-7.1pp |
| Annual return | 16.76% | 25.58%-8.8pp | 24.91%-8.1pp | 35.63%-18.9pp |
| Employer contribution / active EE | $1,613 | $3,107-48.1% | $3,870-58.3% | $2,756-41.5% |
| Participant deferral / active EE | $2,936 | $3,871-24.1% | $5,058-41.9% | $4,297-31.7% |
| Admin fee / account holder | $2,206 | $6,717-67.2% | $8,401-73.7% | $6,935-68.2% |