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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 | $18,121 | $39,126-53.7% | $57,181-68.3% | $62,891-71.2% |
| Participation rate | 55.0% | 70.5%-15.5pp | 75.3%-20.3pp | 69.3%-14.3pp |
| Annual return | 8.61% | 9.24%-0.6pp | 14.59%-6.0pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,581 | $1,874-15.6% | $2,682-41.1% | $2,281-30.7% |
| Participant deferral / active EE | $2,441 | $2,374+2.8% | $3,096-21.2% | $3,203-23.8% |
| Admin fee / account holder | $3,015 | $2,593+16.3% | $3,139-4.0% | $4,296-29.8% |