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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 | $28,444 | $77,920-63.5% | $149,723-81.0% | $75,177-62.2% |
| Participation rate | 58.1% | 65.6%-7.5pp | 78.8%-20.7pp | 67.2%-9.1pp |
| Annual return | 14.31% | 31.72%-17.4pp | 134.50%-120.2pp | 160.75%-146.4pp |
| Employer contribution / active EE | $1,176 | $3,138-62.5% | $4,821-75.6% | $2,671-56.0% |
| Participant deferral / active EE | $2,951 | $3,411-13.5% | $5,682-48.1% | $4,126-28.5% |
| Admin fee / account holder | $6,131 | $5,951+3.0% | $13,215-53.6% | $5,651+8.5% |