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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 | $23,260 | $67,894-65.7% | $89,340-74.0% | $82,448-71.8% |
| Participation rate | 42.4% | 64.0%-21.6pp | 69.6%-27.1pp | 68.1%-25.6pp |
| Annual return | 19.32% | 19.21%+0.1pp | 20.57%-1.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $677 | $1,828-63.0% | $2,231-69.7% | $2,551-73.5% |
| Participant deferral / active EE | $1,626 | $3,072-47.1% | $3,823-57.5% | $4,139-60.7% |
| Admin fee / account holder | $2,930 | $5,723-48.8% | $6,704-56.3% | $7,234-59.5% |