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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 | $22,344 | $153,311-85.4% | $109,313-79.6% | $273,972-91.8% |
| Participation rate | 69.2% | 80.1%-10.9pp | 71.3%-2.0pp | 83.0%-13.8pp |
| Annual return | 7.76% | 29.86%-22.1pp | 22.07%-14.3pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,742 | $5,619-69.0% | $3,892-55.2% | $4,869-64.2% |
| Participant deferral / active EE | $3,270 | $3,932-16.8% | $3,166+3.3% | $5,287-38.2% |
| Admin fee / account holder | $2,531 | $8,076-68.7% | $5,666-55.3% | $10,133-75.0% |