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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 | $45,347 | $36,140+25.5% | $73,658-38.4% | $64,340-29.5% |
| Participation rate | 22.6% | 31.0%-8.4pp | 57.0%-34.4pp | 55.2%-32.6pp |
| Annual return | 18.91% | 21.48%-2.6pp | 29.72%-10.8pp | 24.14%-5.2pp |
| Employer contribution / active EE | $401 | $443-9.5% | $1,032-61.1% | $1,862-78.5% |
| Participant deferral / active EE | $1,243 | $1,023+21.6% | $2,062-39.7% | $2,980-58.3% |
| Admin fee / account holder | $1,750 | $2,513-30.4% | $3,357-47.9% | $3,703-52.7% |