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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 | $28,824 | $81,476-64.6% | $102,383-71.8% | $80,925-64.4% |
| Participation rate | 51.3% | 66.8%-15.6pp | 74.5%-23.2pp | 67.7%-16.4pp |
| Annual return | 12.35% | 25.59%-13.2pp | 24.94%-12.6pp | 35.65%-23.3pp |
| Employer contribution / active EE | $1,461 | $3,105-52.9% | $3,870-62.3% | $2,756-47.0% |
| Participant deferral / active EE | $2,968 | $3,871-23.3% | $5,060-41.3% | $4,299-31.0% |
| Admin fee / account holder | $5,981 | $6,717-11.0% | $8,391-28.7% | $6,940-13.8% |