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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 | $20,790 | $36,948-43.7% | $73,658-71.8% | $87,485-76.2% |
| Participation rate | 25.0% | 46.8%-21.8pp | 57.0%-32.0pp | 68.9%-43.9pp |
| Annual return | 43.76% | 28.64%+15.1pp | 29.72%+14.0pp | 26.06%+17.7pp |
| Employer contribution / active EE | $591 | $670-11.7% | $1,032-42.7% | $2,596-77.2% |
| Participant deferral / active EE | $744 | $1,379-46.0% | $2,062-63.9% | $4,274-82.6% |
| Admin fee / account holder | $1,737 | $2,531-31.3% | $3,357-48.2% | $7,775-77.7% |