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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 | $22,615 | $81,331-72.2% | $155,534-85.5% | $80,935-72.1% |
| Participation rate | 57.7% | 66.3%-8.6pp | 78.2%-20.5pp | 67.7%-10.0pp |
| Annual return | 18.18% | 33.37%-15.2pp | 64.92%-46.7pp | 35.66%-17.5pp |
| Employer contribution / active EE | $1,581 | $3,105-49.1% | $4,675-66.2% | $2,757-42.7% |
| Participant deferral / active EE | $2,413 | $3,454-30.1% | $5,630-57.1% | $4,299-43.9% |
| Admin fee / account holder | $1,769 | $7,999-77.9% | $15,900-88.9% | $6,924-74.4% |