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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 | $23,552 | $64,517-63.5% | $81,438-71.1% | $80,874-70.9% |
| Participation rate | 33.3% | 63.9%-30.6pp | 69.5%-36.2pp | 67.6%-34.3pp |
| Annual return | 15.50% | 16.35%-0.9pp | 24.74%-9.2pp | 35.62%-20.1pp |
| Employer contribution / active EE | $1,145 | $1,982-42.2% | $2,460-53.5% | $2,756-58.5% |
| Participant deferral / active EE | $1,530 | $3,096-50.6% | $3,883-60.6% | $4,297-64.4% |
| Admin fee / account holder | $1,794 | $5,677-68.4% | $5,764-68.9% | $6,935-74.1% |