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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 | $26,075 | $46,688-44.1% | $189,758-86.3% | $69,733-62.6% |
| Participation rate | 26.8% | 61.7%-34.9pp | 79.8%-53.0pp | 62.5%-35.7pp |
| Annual return | 14.80% | 14.35%+0.4pp | 52.62%-37.8pp | 15.22%-0.4pp |
| Employer contribution / active EE | $849 | $1,695-49.9% | $4,767-82.2% | $2,250-62.3% |
| Participant deferral / active EE | $1,303 | $2,143-39.2% | $5,856-77.7% | $3,054-57.3% |
| Admin fee / account holder | $1,271 | $1,700-25.3% | $20,388-93.8% | $3,102-59.0% |