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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 | $33,544 | $99,345-66.2% | $84,753-60.4% | $273,972-87.8% |
| Participation rate | 65.0% | 80.7%-15.7pp | 76.6%-11.6pp | 83.0%-18.0pp |
| Annual return | 7.74% | 22.93%-15.2pp | 22.78%-15.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,914 | $4,214-54.6% | $3,574-46.5% | $4,869-60.7% |
| Participant deferral / active EE | $2,865 | $4,270-32.9% | $3,712-22.8% | $5,287-45.8% |
| Admin fee / account holder | $816 | $6,645-87.7% | $5,333-84.7% | $10,133-91.9% |