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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 | $13,360 | $39,534-66.2% | $46,225-71.1% | $62,881-78.8% |
| Participation rate | 61.3% | 74.6%-13.3pp | 79.5%-18.2pp | 69.3%-8.0pp |
| Annual return | 7.21% | 8.93%-1.7pp | 7.57%-0.4pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,412 | $2,646-46.6% | $3,424-58.8% | $2,281-38.1% |
| Participant deferral / active EE | $2,160 | $2,681-19.5% | $3,776-42.8% | $3,203-32.6% |
| Admin fee / account holder | $2,393 | $2,464-2.9% | $3,519-32.0% | $4,296-44.3% |