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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 | $25,294 | $32,037-21.0% | $69,182-63.4% | $62,881-59.8% |
| Participation rate | 37.0% | 43.4%-6.4pp | 55.1%-18.1pp | 69.3%-32.3pp |
| Annual return | 10.88% | 15.16%-4.3pp | -21.93%+32.8pp | 20.14%-9.3pp |
| Employer contribution / active EE | $822 | $679+21.0% | $1,206-31.9% | $2,281-64.0% |
| Participant deferral / active EE | $1,851 | $1,185+56.1% | $1,897-2.4% | $3,203-42.2% |
| Admin fee / account holder | $836 | $2,608-67.9% | $2,697-69.0% | $4,296-80.5% |