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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 | $19,215 | $63,365-69.7% | $91,994-79.1% | $72,975-73.7% |
| Participation rate | 54.0% | 72.5%-18.5pp | 78.6%-24.6pp | 69.5%-15.5pp |
| Annual return | 26.06% | 35.35%-9.3pp | 69.04%-43.0pp | 81.01%-54.9pp |
| Employer contribution / active EE | $1,020 | $2,116-51.8% | $3,453-70.5% | $2,440-58.2% |
| Participant deferral / active EE | $2,983 | $4,883-38.9% | $5,924-49.6% | $3,608-17.3% |
| Admin fee / account holder | $1,743 | $4,670-62.7% | $7,744-77.5% | $5,124-66.0% |