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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 | $22,635 | $81,487-72.2% | $102,412-77.9% | $80,935-72.0% |
| Participation rate | 30.8% | 66.8%-36.1pp | 74.5%-43.7pp | 67.7%-36.9pp |
| Annual return | 21.79% | 25.60%-3.8pp | 24.94%-3.2pp | 35.66%-13.9pp |
| Employer contribution / active EE | $1,057 | $3,103-65.9% | $3,870-72.7% | $2,757-61.7% |
| Participant deferral / active EE | $2,464 | $3,871-36.3% | $5,060-51.3% | $4,299-42.7% |
| Admin fee / account holder | $1,451 | $6,717-78.4% | $8,388-82.7% | $6,924-79.1% |