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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 | $29,469 | $81,233-63.7% | $155,567-81.1% | $80,874-63.6% |
| Participation rate | 64.1% | 66.2%-2.1pp | 78.2%-14.1pp | 67.6%-3.5pp |
| Annual return | 11.18% | 33.33%-22.2pp | 64.74%-53.6pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,130 | $3,101-63.6% | $4,674-75.8% | $2,756-59.0% |
| Participant deferral / active EE | $2,074 | $3,452-39.9% | $5,628-63.1% | $4,297-51.7% |
| Admin fee / account holder | $3,588 | $7,998-55.1% | $15,916-77.5% | $6,935-48.3% |