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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 | $27,087 | $71,230-62.0% | $93,727-71.1% | $80,959-66.5% |
| Participation rate | 44.1% | 60.4%-16.3pp | 68.7%-24.6pp | 67.7%-23.6pp |
| Annual return | 12.14% | 11.26%+0.9pp | 133.83%-121.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,110 | $1,565-29.1% | $2,421-54.2% | $2,757-59.7% |
| Participant deferral / active EE | $2,652 | $4,037-34.3% | $4,417-40.0% | $4,300-38.3% |
| Admin fee / account holder | $4,301 | $6,961-38.2% | $8,292-48.1% | $6,925-37.9% |