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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 | $24,951 | $81,487-69.4% | $102,412-75.6% | $80,935-69.2% |
| Participation rate | 42.9% | 66.8%-24.0pp | 74.5%-31.6pp | 67.7%-24.8pp |
| Annual return | 20.24% | 25.60%-5.4pp | 24.94%-4.7pp | 35.66%-15.4pp |
| Employer contribution / active EE | $1,274 | $3,103-59.0% | $3,870-67.1% | $2,757-53.8% |
| Participant deferral / active EE | $3,761 | $3,871-2.8% | $5,060-25.7% | $4,299-12.5% |
| Admin fee / account holder | $2,122 | $6,717-68.4% | $8,388-74.7% | $6,924-69.3% |