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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 | $20,373 | $78,015-73.9% | $178,505-88.6% | $80,959-74.8% |
| Participation rate | 62.0% | 65.7%-3.7pp | 77.1%-15.1pp | 67.7%-5.7pp |
| Annual return | 22.10% | 18.10%+4.0pp | 27.16%-5.1pp | 35.67%-13.6pp |
| Employer contribution / active EE | $1,469 | $2,281-35.6% | $3,955-62.8% | $2,757-46.7% |
| Participant deferral / active EE | $3,055 | $4,406-30.7% | $6,280-51.4% | $4,300-29.0% |
| Admin fee / account holder | $1,104 | $7,160-84.6% | $10,428-89.4% | $6,925-84.1% |