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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 | $23,207 | $48,078-51.7% | $78,676-70.5% | $62,881-63.1% |
| Participation rate | 54.2% | 65.2%-11.0pp | 73.6%-19.3pp | 69.3%-15.1pp |
| Annual return | 6.18% | 31.36%-25.2pp | 62.19%-56.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $594 | $2,015-70.5% | $2,850-79.2% | $2,281-74.0% |
| Participant deferral / active EE | $1,327 | $2,587-48.7% | $3,517-62.3% | $3,203-58.6% |
| Admin fee / account holder | $4,242 | $3,206+32.3% | $4,510-5.9% | $4,296-1.2% |