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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 | $27,075 | $77,638-65.1% | $156,551-82.7% | $62,881-56.9% |
| Participation rate | 55.6% | 71.2%-15.6pp | 84.0%-28.5pp | 69.3%-13.7pp |
| Annual return | 12.53% | 50.33%-37.8pp | 32.23%-19.7pp | 20.14%-7.6pp |
| Employer contribution / active EE | $1,312 | $3,444-61.9% | $5,501-76.2% | $2,281-42.5% |
| Participant deferral / active EE | $3,340 | $3,046+9.7% | $4,871-31.4% | $3,203+4.3% |
| Admin fee / account holder | $1,920 | $5,561-65.5% | $13,028-85.3% | $4,296-55.3% |