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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 | $21,218 | $75,541-71.9% | $152,093-86.0% | $82,637-74.3% |
| Participation rate | 61.0% | 66.5%-5.6pp | 77.8%-16.8pp | 68.1%-7.1pp |
| Annual return | 20.63% | 32.56%-11.9pp | 66.36%-45.7pp | 53.51%-32.9pp |
| Employer contribution / active EE | $1,296 | $2,622-50.6% | $4,175-69.0% | $2,552-49.2% |
| Participant deferral / active EE | $2,838 | $3,206-11.5% | $5,451-47.9% | $4,126-31.2% |
| Admin fee / account holder | $2,232 | $6,405-65.2% | $14,497-84.6% | $7,339-69.6% |