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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 | $22,825 | $81,276-71.9% | $155,574-85.3% | $80,925-71.8% |
| Participation rate | 52.0% | 66.2%-14.2pp | 78.2%-26.2pp | 67.7%-15.7pp |
| Annual return | 11.37% | 33.36%-22.0pp | 64.87%-53.5pp | 35.65%-24.3pp |
| Employer contribution / active EE | $3,093 | $3,103-0.3% | $4,676-33.8% | $2,756+12.2% |
| Participant deferral / active EE | $1,807 | $3,453-47.7% | $5,629-67.9% | $4,299-58.0% |
| Admin fee / account holder | $3,048 | $7,993-61.9% | $15,914-80.8% | $6,940-56.1% |