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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 | $31,105-16.8% | $53,647-51.8% | $64,097-59.6% |
| Participation rate | 36.2% | 30.7%+5.5pp | 56.3%-20.1pp | 55.2%-19.0pp |
| Annual return | 19.58% | 22.54%-3.0pp | 358.33%-338.8pp | 34.64%-15.1pp |
| Employer contribution / active EE | $480 | $441+8.9% | $962-50.1% | $1,891-74.6% |
| Participant deferral / active EE | $1,067 | $896+19.1% | $1,813-41.1% | $3,080-65.3% |
| Admin fee / account holder | $1,886 | $2,195-14.1% | $2,460-23.4% | $3,454-45.4% |