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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 | $24,325 | $48,337-49.7% | $67,560-64.0% | $80,959-70.0% |
| Participation rate | 57.6% | 66.4%-8.8pp | 72.9%-15.3pp | 67.7%-10.0pp |
| Annual return | 20.50% | 18.26%+2.2pp | 3533.50%-3513.0pp | 35.67%-15.2pp |
| Employer contribution / active EE | $1,349 | $2,023-33.3% | $2,737-50.7% | $2,757-51.1% |
| Participant deferral / active EE | $1,646 | $2,928-43.8% | $4,004-58.9% | $4,300-61.7% |
| Admin fee / account holder | $1,937 | $3,695-47.6% | $3,994-51.5% | $6,925-72.0% |