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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 | $17,347 | $63,845-72.8% | $81,370-78.7% | $80,959-78.6% |
| Participation rate | 39.1% | 63.9%-24.7pp | 69.5%-30.4pp | 67.7%-28.5pp |
| Annual return | 12.56% | 16.37%-3.8pp | 24.85%-12.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $897 | $1,980-54.7% | $2,464-63.6% | $2,757-67.5% |
| Participant deferral / active EE | $1,460 | $3,093-52.8% | $3,885-62.4% | $4,300-66.1% |
| Admin fee / account holder | $1,764 | $5,688-69.0% | $5,749-69.3% | $6,925-74.5% |