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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 | $20,276 | $57,119-64.5% | $85,187-76.2% | $80,935-74.9% |
| Participation rate | 44.1% | 56.4%-12.3pp | 67.5%-23.5pp | 67.7%-23.6pp |
| Annual return | 13.09% | 21.70%-8.6pp | 66.67%-53.6pp | 35.66%-22.6pp |
| Employer contribution / active EE | $968 | $1,802-46.3% | $2,732-64.6% | $2,757-64.9% |
| Participant deferral / active EE | $1,734 | $3,115-44.3% | $4,525-61.7% | $4,299-59.7% |
| Admin fee / account holder | $3,352 | $4,990-32.8% | $6,162-45.6% | $6,924-51.6% |