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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 | $26,659 | $81,457-67.3% | $103,378-74.2% | $80,911-67.1% |
| Participation rate | 55.2% | 66.8%-11.7pp | 74.5%-19.3pp | 67.6%-12.5pp |
| Annual return | 17.27% | 25.58%-8.3pp | 24.91%-7.6pp | 35.63%-18.4pp |
| Employer contribution / active EE | $1,894 | $3,107-39.1% | $3,870-51.1% | $2,756-31.3% |
| Participant deferral / active EE | $3,413 | $3,871-11.8% | $5,058-32.5% | $4,297-20.6% |
| Admin fee / account holder | $1,922 | $6,717-71.4% | $8,401-77.1% | $6,935-72.3% |