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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 | $19,658 | $45,082-56.4% | $69,464-71.7% | $72,975-73.1% |
| Participation rate | 63.9% | 68.5%-4.6pp | 74.6%-10.7pp | 69.5%-5.6pp |
| Annual return | 6.01% | 22.66%-16.7pp | 28.98%-23.0pp | 81.01%-75.0pp |
| Employer contribution / active EE | $1,011 | $2,055-50.8% | $2,779-63.6% | $2,440-58.6% |
| Participant deferral / active EE | $1,868 | $2,604-28.2% | $3,536-47.2% | $3,608-48.2% |
| Admin fee / account holder | $1,457 | $3,057-52.3% | $3,840-62.0% | $5,124-71.6% |