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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 | $30,667 | $37,446-18.1% | $77,513-60.4% | $79,852-61.6% |
| Participation rate | 67.7% | 41.5%+26.2pp | 54.2%+13.5pp | 69.6%-1.9pp |
| Annual return | 15.55% | 39.76%-24.2pp | 54.81%-39.3pp | 31.72%-16.2pp |
| Employer contribution / active EE | $357 | $637-44.0% | $987-63.8% | $2,471-85.6% |
| Participant deferral / active EE | $1,277 | $1,261+1.3% | $1,861-31.4% | $3,740-65.9% |
| Admin fee / account holder | $867 | $2,506-65.4% | $2,859-69.7% | $5,306-83.7% |