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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 | $20,280 | $65,685-69.1% | $57,183-64.5% | $273,970-92.6% |
| Participation rate | 60.9% | 78.3%-17.5pp | 75.3%-14.5pp | 83.0%-22.1pp |
| Annual return | 7.27% | 21.99%-14.7pp | 14.59%-7.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $846 | $3,279-74.2% | $2,682-68.5% | $4,869-82.6% |
| Participant deferral / active EE | $1,566 | $3,781-58.6% | $3,096-49.4% | $5,287-70.4% |
| Admin fee / account holder | $3,412 | $4,835-29.4% | $3,139+8.7% | $10,132-66.3% |