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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 | $13,508 | $29,051-53.5% | $52,425-74.2% | $67,986-80.1% |
| Participation rate | 52.6% | 30.4%+22.2pp | 55.6%-3.0pp | 57.2%-4.6pp |
| Annual return | 21.62% | 24.00%-2.4pp | 302.12%-280.5pp | 31.67%-10.0pp |
| Employer contribution / active EE | $817 | $412+98.3% | $914-10.7% | $2,019-59.5% |
| Participant deferral / active EE | $1,580 | $873+81.0% | $1,790-11.7% | $3,358-52.9% |
| Admin fee / account holder | $712 | $2,113-66.3% | $2,495-71.5% | $3,203-77.8% |