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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 | $25,858 | $64,517-59.9% | $81,438-68.2% | $80,874-68.0% |
| Participation rate | 26.0% | 63.9%-37.9pp | 69.5%-43.5pp | 67.6%-41.6pp |
| Annual return | 13.78% | 16.35%-2.6pp | 24.74%-11.0pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,278 | $1,982-35.5% | $2,460-48.1% | $2,756-53.6% |
| Participant deferral / active EE | $2,425 | $3,096-21.7% | $3,883-37.6% | $4,297-43.6% |
| Admin fee / account holder | $1,443 | $5,677-74.6% | $5,764-75.0% | $6,935-79.2% |