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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 | $25,390 | $53,774-52.8% | $134,162-81.1% | $79,856-68.2% |
| Participation rate | 58.9% | 58.8%+0.1pp | 72.2%-13.3pp | 69.6%-10.7pp |
| Annual return | 11.99% | 19.01%-7.0pp | 36.35%-24.4pp | 31.71%-19.7pp |
| Employer contribution / active EE | $679 | $1,322-48.7% | $3,705-81.7% | $2,471-72.5% |
| Participant deferral / active EE | $2,661 | $2,420+10.0% | $3,500-24.0% | $3,741-28.9% |
| Admin fee / account holder | $3,204 | $3,985-19.6% | $6,685-52.1% | $5,306-39.6% |