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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 | $24,770 | $72,273-65.7% | $101,275-75.5% | $79,856-69.0% |
| Participation rate | 37.8% | 68.5%-30.6pp | 75.8%-38.0pp | 69.6%-31.8pp |
| Annual return | 19.92% | 22.30%-2.4pp | 46.48%-26.6pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,093 | $2,691-59.4% | $3,660-70.1% | $2,471-55.8% |
| Participant deferral / active EE | $2,422 | $3,282-26.2% | $4,371-44.6% | $3,741-35.3% |
| Admin fee / account holder | $3,760 | $4,401-14.6% | $5,948-36.8% | $5,306-29.2% |