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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 | $31,056 | $83,898-63.0% | $133,346-76.7% | $94,015-67.0% |
| Participation rate | 61.3% | 63.4%-2.1pp | 72.8%-11.6pp | 70.8%-9.5pp |
| Annual return | 13.20% | 16.00%-2.8pp | 36.85%-23.6pp | 17.84%-4.6pp |
| Employer contribution / active EE | $1,150 | $1,821-36.9% | $2,853-59.7% | $2,790-58.8% |
| Participant deferral / active EE | $2,489 | $3,245-23.3% | $4,332-42.5% | $4,249-41.4% |
| Admin fee / account holder | $1,637 | $7,809-79.0% | $14,264-88.5% | $8,951-81.7% |