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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 | $22,894 | $48,118-52.4% | $136,833-83.3% | $94,015-75.6% |
| Participation rate | 56.6% | 47.4%+9.2pp | 59.0%-2.4pp | 70.8%-14.2pp |
| Annual return | 14.09% | 14.65%-0.6pp | 35.32%-21.2pp | 17.84%-3.8pp |
| Employer contribution / active EE | $574 | $821-30.0% | $1,319-56.4% | $2,790-79.4% |
| Participant deferral / active EE | $995 | $1,651-39.7% | $2,441-59.2% | $4,249-76.6% |
| Admin fee / account holder | $1,078 | $3,059-64.8% | $4,706-77.1% | $8,951-88.0% |