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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 | $51,483 | $86,050-40.2% | $189,758-72.9% | $94,015-45.2% |
| Participation rate | 44.9% | 68.9%-24.0pp | 79.8%-34.9pp | 70.8%-25.9pp |
| Annual return | 18.29% | 17.77%+0.5pp | 52.62%-34.3pp | 17.84%+0.4pp |
| Employer contribution / active EE | $794 | $2,819-71.8% | $4,767-83.3% | $2,790-71.5% |
| Participant deferral / active EE | $1,940 | $3,349-42.1% | $5,856-66.9% | $4,249-54.3% |
| Admin fee / account holder | $399 | $6,627-94.0% | $20,388-98.0% | $8,951-95.5% |