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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 | $23,868 | $64,920-63.2% | $103,693-77.0% | $86,983-72.6% |
| Participation rate | 50.0% | 63.6%-13.6pp | 72.6%-22.6pp | 69.5%-19.5pp |
| Annual return | 12.65% | 30.29%-17.6pp | 47.61%-35.0pp | 25.83%-13.2pp |
| Employer contribution / active EE | $1,495 | $2,141-30.2% | $2,920-48.8% | $2,584-42.2% |
| Participant deferral / active EE | $2,298 | $3,241-29.1% | $4,579-49.8% | $4,194-45.2% |
| Admin fee / account holder | $3,222 | $6,191-48.0% | $7,858-59.0% | $7,856-59.0% |