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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 | $28,313 | $52,580-46.2% | $71,671-60.5% | $70,131-59.6% |
| Participation rate | 43.5% | 60.9%-17.3pp | 68.7%-25.2pp | 69.5%-26.0pp |
| Annual return | 15.95% | 20.25%-4.3pp | 20.65%-4.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,018 | $1,616-37.0% | $2,460-58.6% | $2,342-56.5% |
| Participant deferral / active EE | $2,757 | $2,386+15.5% | $3,438-19.8% | $3,332-17.3% |
| Admin fee / account holder | $2,568 | $3,653-29.7% | $5,558-53.8% | $4,645-44.7% |