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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 | $27,162 | $81,358-66.6% | $155,556-82.5% | $80,959-66.4% |
| Participation rate | 45.3% | 66.3%-21.0pp | 78.2%-32.9pp | 67.7%-22.4pp |
| Annual return | 13.36% | 33.39%-20.0pp | 64.84%-51.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $2,765 | $3,106-11.0% | $4,675-40.9% | $2,757+0.3% |
| Participant deferral / active EE | $1,948 | $3,455-43.6% | $5,631-65.4% | $4,300-54.7% |
| Admin fee / account holder | $805 | $7,994-89.9% | $15,885-94.9% | $6,925-88.4% |