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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 | $57,119-66.5% | $85,187-77.5% | $80,935-76.4% |
| Participation rate | 45.0% | 56.4%-11.4pp | 67.5%-22.5pp | 67.7%-22.7pp |
| Annual return | 30.12% | 21.70%+8.4pp | 66.67%-36.5pp | 35.66%-5.5pp |
| Employer contribution / active EE | $1,682 | $1,802-6.6% | $2,732-38.4% | $2,757-39.0% |
| Participant deferral / active EE | $2,993 | $3,115-3.9% | $4,525-33.9% | $4,299-30.4% |
| Admin fee / account holder | $824 | $4,990-83.5% | $6,162-86.6% | $6,924-88.1% |