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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 | $22,270 | $48,078-53.7% | $78,676-71.7% | $62,881-64.6% |
| Participation rate | 51.9% | 65.2%-13.3pp | 73.6%-21.6pp | 69.3%-17.4pp |
| Annual return | 8.11% | 31.36%-23.2pp | 62.19%-54.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $872 | $2,015-56.7% | $2,850-69.4% | $2,281-61.8% |
| Participant deferral / active EE | $2,133 | $2,587-17.6% | $3,517-39.4% | $3,203-33.4% |
| Admin fee / account holder | $5,628 | $3,206+75.6% | $4,510+24.8% | $4,296+31.0% |