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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 | $24,126 | $72,607-66.8% | $90,259-73.3% | $87,485-72.4% |
| Participation rate | 30.6% | 64.8%-34.2pp | 70.7%-40.1pp | 68.9%-38.3pp |
| Annual return | 17.63% | 18.59%-1.0pp | 18.88%-1.3pp | 26.06%-8.4pp |
| Employer contribution / active EE | $920 | $1,919-52.1% | $2,291-59.9% | $2,596-64.6% |
| Participant deferral / active EE | $1,382 | $3,055-54.8% | $3,827-63.9% | $4,274-67.7% |
| Admin fee / account holder | $4,355 | $5,947-26.8% | $7,267-40.1% | $7,775-44.0% |