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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 | $16,379 | $99,345-83.5% | $84,753-80.7% | $273,972-94.0% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 5.19% | 22.93%-17.7pp | 22.78%-17.6pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,607 | $4,214-61.9% | $3,574-55.1% | $4,869-67.0% |
| Participant deferral / active EE | $2,755 | $4,270-35.5% | $3,712-25.8% | $5,287-47.9% |
| Admin fee / account holder | $2,762 | $6,645-58.4% | $5,333-48.2% | $10,133-72.7% |