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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 | $22,723 | $81,476-72.1% | $102,383-77.8% | $80,925-71.9% |
| Participation rate | 58.6% | 66.8%-8.2pp | 74.5%-15.9pp | 67.7%-9.0pp |
| Annual return | 15.42% | 25.59%-10.2pp | 24.94%-9.5pp | 35.65%-20.2pp |
| Employer contribution / active EE | $1,495 | $3,105-51.8% | $3,870-61.4% | $2,756-45.7% |
| Participant deferral / active EE | $3,376 | $3,871-12.8% | $5,060-33.3% | $4,299-21.5% |
| Admin fee / account holder | $1,074 | $6,717-84.0% | $8,391-87.2% | $6,940-84.5% |