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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 | $28,907 | $81,457-64.5% | $103,378-72.0% | $80,911-64.3% |
| Participation rate | 44.3% | 66.8%-22.6pp | 74.5%-30.2pp | 67.6%-23.4pp |
| Annual return | 13.91% | 25.58%-11.7pp | 24.91%-11.0pp | 35.63%-21.7pp |
| Employer contribution / active EE | $1,094 | $3,107-64.8% | $3,870-71.7% | $2,756-60.3% |
| Participant deferral / active EE | $2,254 | $3,871-41.8% | $5,058-55.4% | $4,297-47.5% |
| Admin fee / account holder | $902 | $6,717-86.6% | $8,401-89.3% | $6,935-87.0% |