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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 | $27,686 | $99,345-72.1% | $84,753-67.3% | $273,972-89.9% |
| Participation rate | 58.3% | 80.7%-22.4pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 8.19% | 22.93%-14.7pp | 22.78%-14.6pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,803 | $4,214-57.2% | $3,574-49.6% | $4,869-63.0% |
| Participant deferral / active EE | $2,746 | $4,270-35.7% | $3,712-26.0% | $5,287-48.1% |
| Admin fee / account holder | $1,026 | $6,645-84.6% | $5,333-80.8% | $10,133-89.9% |