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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 | $19,886 | $48,078-58.6% | $78,676-74.7% | $62,881-68.4% |
| Participation rate | 32.3% | 65.2%-32.9pp | 73.6%-41.3pp | 69.3%-37.0pp |
| Annual return | 7.57% | 31.36%-23.8pp | 62.19%-54.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,365 | $2,015-32.3% | $2,850-52.1% | $2,281-40.2% |
| Participant deferral / active EE | $1,568 | $2,587-39.4% | $3,517-55.4% | $3,203-51.0% |
| Admin fee / account holder | $2,078 | $3,206-35.2% | $4,510-53.9% | $4,296-51.6% |