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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 | $81,276-72.2% | $155,574-85.5% | $80,925-72.1% |
| Participation rate | 57.7% | 66.2%-8.6pp | 78.2%-20.5pp | 67.7%-10.0pp |
| Annual return | 18.18% | 33.36%-15.2pp | 64.87%-46.7pp | 35.65%-17.5pp |
| Employer contribution / active EE | $1,581 | $3,103-49.1% | $4,676-66.2% | $2,756-42.6% |
| Participant deferral / active EE | $2,413 | $3,453-30.1% | $5,629-57.1% | $4,299-43.9% |
| Admin fee / account holder | $1,769 | $7,993-77.9% | $15,914-88.9% | $6,940-74.5% |