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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 | $20,821 | $57,073-63.5% | $85,126-75.5% | $80,925-74.3% |
| Participation rate | 53.8% | 56.4%-2.6pp | 67.5%-13.7pp | 67.7%-13.8pp |
| Annual return | 15.94% | 21.69%-5.8pp | 66.63%-50.7pp | 35.65%-19.7pp |
| Employer contribution / active EE | $1,220 | $1,801-32.3% | $2,731-55.3% | $2,756-55.7% |
| Participant deferral / active EE | $1,971 | $3,113-36.7% | $4,523-56.4% | $4,299-54.1% |
| Admin fee / account holder | $5,453 | $4,988+9.3% | $6,160-11.5% | $6,940-21.4% |