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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 | $26,453 | $70,002-62.2% | $115,038-77.0% | $52,331-49.5% |
| Participation rate | 54.0% | 72.1%-18.1pp | 81.4%-27.4pp | 68.1%-14.1pp |
| Annual return | 7.88% | 4.04%+3.8pp | 26.14%-18.3pp | 4.54%+3.3pp |
| Employer contribution / active EE | $1,479 | $2,715-45.5% | $4,608-67.9% | $1,882-21.4% |
| Participant deferral / active EE | $4,103 | $4,920-16.6% | $6,026-31.9% | $3,022+35.8% |
| Admin fee / account holder | $3,917 | $566+592.0% | $8,175-52.1% | $592+562.1% |