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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 | $23,320 | $76,551-69.5% | $123,894-81.2% | $62,881-62.9% |
| Participation rate | 66.0% | 73.0%-7.0pp | 81.4%-15.5pp | 69.3%-3.3pp |
| Annual return | 8.95% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,848 | $2,882-35.9% | $4,617-60.0% | $2,281-19.0% |
| Participant deferral / active EE | $2,671 | $4,840-44.8% | $5,984-55.4% | $3,203-16.6% |
| Admin fee / account holder | $431 | $4,826-91.1% | $8,357-94.8% | $4,296-90.0% |