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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 | $22,922 | $81,504-71.9% | $102,437-77.6% | $80,959-71.7% |
| Participation rate | 47.2% | 66.9%-19.6pp | 74.5%-27.3pp | 67.7%-20.4pp |
| Annual return | 15.05% | 25.60%-10.5pp | 24.95%-9.9pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,261 | $3,104-59.4% | $3,871-67.4% | $2,757-54.3% |
| Participant deferral / active EE | $2,713 | $3,871-29.9% | $5,060-46.4% | $4,300-36.9% |
| Admin fee / account holder | $2,608 | $6,719-61.2% | $8,388-68.9% | $6,925-62.3% |