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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 | $22,435 | $39,132-42.7% | $57,196-60.8% | $62,881-64.3% |
| Participation rate | 65.8% | 70.5%-4.7pp | 75.3%-9.5pp | 69.3%-3.5pp |
| Annual return | 7.36% | 9.24%-1.9pp | 14.59%-7.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,331 | $1,874-29.0% | $2,683-50.4% | $2,281-41.7% |
| Participant deferral / active EE | $2,494 | $2,374+5.0% | $3,096-19.5% | $3,203-22.1% |
| Admin fee / account holder | $6,649 | $2,594+156.3% | $3,141+111.7% | $4,296+54.8% |