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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 | $27,822 | $81,446-65.8% | $103,374-73.1% | $80,874-65.6% |
| Participation rate | 37.0% | 66.9%-29.8pp | 74.5%-37.5pp | 67.6%-30.6pp |
| Annual return | 14.18% | 25.57%-11.4pp | 24.89%-10.7pp | 35.62%-21.4pp |
| Employer contribution / active EE | $1,428 | $3,107-54.1% | $3,869-63.1% | $2,756-48.2% |
| Participant deferral / active EE | $3,105 | $3,870-19.8% | $5,058-38.6% | $4,297-27.7% |
| Admin fee / account holder | $496 | $6,715-92.6% | $8,394-94.1% | $6,935-92.8% |