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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 | $27,415 | $43,496-37.0% | $161,489-83.0% | $64,340-57.4% |
| Participation rate | 39.6% | 53.5%-13.9pp | 78.7%-39.1pp | 55.2%-15.6pp |
| Annual return | 24.45% | 20.76%+3.7pp | 89.72%-65.3pp | 24.14%+0.3pp |
| Employer contribution / active EE | $789 | $1,431-44.9% | $4,268-81.5% | $1,862-57.6% |
| Participant deferral / active EE | $2,339 | $1,996+17.2% | $5,630-58.4% | $2,980-21.5% |
| Admin fee / account holder | $7,663 | $2,330+228.8% | $16,006-52.1% | $3,703+107.0% |