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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 | $19,083 | $45,082-57.7% | $69,464-72.5% | $72,975-73.9% |
| Participation rate | 54.8% | 68.5%-13.7pp | 74.6%-19.8pp | 69.5%-14.7pp |
| Annual return | 6.38% | 22.66%-16.3pp | 28.98%-22.6pp | 81.01%-74.6pp |
| Employer contribution / active EE | $1,696 | $2,055-17.5% | $2,779-39.0% | $2,440-30.5% |
| Participant deferral / active EE | $1,592 | $2,604-38.9% | $3,536-55.0% | $3,608-55.9% |
| Admin fee / account holder | $720 | $3,057-76.4% | $3,840-81.2% | $5,124-85.9% |