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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 | $25,868 | $36,844-29.8% | $83,854-69.2% | $65,306-60.4% |
| Participation rate | 36.2% | 29.2%+7.0pp | 59.1%-22.9pp | 57.7%-21.5pp |
| Annual return | 19.58% | 22.28%-2.7pp | 31.39%-11.8pp | 21.94%-2.4pp |
| Employer contribution / active EE | $480 | $415+15.6% | $1,017-52.8% | $1,967-75.6% |
| Participant deferral / active EE | $1,067 | $1,040+2.6% | $2,035-47.6% | $2,959-63.9% |
| Admin fee / account holder | $1,886 | $2,546-25.9% | $3,197-41.0% | $3,480-45.8% |