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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 | $25,375 | $39,132-35.2% | $57,196-55.6% | $62,881-59.6% |
| Participation rate | 58.9% | 70.5%-11.6pp | 75.3%-16.4pp | 69.3%-10.4pp |
| Annual return | 4.46% | 9.24%-4.8pp | 14.59%-10.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,016 | $1,874-45.8% | $2,683-62.1% | $2,281-55.5% |
| Participant deferral / active EE | $1,603 | $2,374-32.5% | $3,096-48.2% | $3,203-50.0% |
| Admin fee / account holder | $1,664 | $2,594-35.9% | $3,141-47.0% | $4,296-61.3% |