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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 | $19,128 | $57,057-66.5% | $85,009-77.5% | $80,874-76.3% |
| Participation rate | 45.0% | 56.4%-11.4pp | 67.5%-22.5pp | 67.6%-22.6pp |
| Annual return | 30.12% | 21.66%+8.5pp | 66.47%-36.3pp | 35.62%-5.5pp |
| Employer contribution / active EE | $1,682 | $1,799-6.5% | $2,728-38.3% | $2,756-39.0% |
| Participant deferral / active EE | $2,993 | $3,112-3.8% | $4,522-33.8% | $4,297-30.3% |
| Admin fee / account holder | $824 | $4,986-83.5% | $6,153-86.6% | $6,935-88.1% |