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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 | $36,948-38.0% | $73,658-68.9% | $87,485-73.8% |
| Participation rate | 56.6% | 46.8%+9.8pp | 57.0%-0.4pp | 68.9%-12.3pp |
| Annual return | 14.09% | 28.64%-14.5pp | 29.72%-15.6pp | 26.06%-12.0pp |
| Employer contribution / active EE | $574 | $670-14.3% | $1,032-44.4% | $2,596-77.9% |
| Participant deferral / active EE | $995 | $1,379-27.8% | $2,062-51.7% | $4,274-76.7% |
| Admin fee / account holder | $1,078 | $2,531-57.4% | $3,357-67.9% | $7,775-86.1% |