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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 | $20,380 | $45,050-54.8% | $63,018-67.7% | $70,126-70.9% |
| Participation rate | 60.0% | 69.5%-9.5pp | 74.8%-14.8pp | 69.5%-9.5pp |
| Annual return | 13.64% | 18.76%-5.1pp | 87.62%-74.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,233 | $2,052-39.9% | $2,761-55.3% | $2,343-47.4% |
| Participant deferral / active EE | $2,343 | $2,466-5.0% | $3,330-29.6% | $3,332-29.7% |
| Admin fee / account holder | $383 | $2,834-86.5% | $3,601-89.4% | $4,645-91.7% |