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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 | $22,703 | $57,119-60.3% | $85,187-73.3% | $80,935-71.9% |
| Participation rate | 62.1% | 56.4%+5.7pp | 67.5%-5.5pp | 67.7%-5.6pp |
| Annual return | 12.27% | 21.70%-9.4pp | 66.67%-54.4pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,087 | $1,802-39.7% | $2,732-60.2% | $2,757-60.6% |
| Participant deferral / active EE | $1,309 | $3,115-58.0% | $4,525-71.1% | $4,299-69.6% |
| Admin fee / account holder | $2,273 | $4,990-54.4% | $6,162-63.1% | $6,924-67.2% |