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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 | $25,469 | $56,894-55.2% | $84,753-69.9% | $62,881-59.5% |
| Participation rate | 34.3% | 68.5%-34.2pp | 76.6%-42.3pp | 69.3%-35.0pp |
| Annual return | 12.41% | 6.30%+6.1pp | 22.78%-10.4pp | 20.14%-7.7pp |
| Employer contribution / active EE | $784 | $2,400-67.3% | $3,574-78.1% | $2,281-65.6% |
| Participant deferral / active EE | $1,542 | $2,709-43.1% | $3,712-58.5% | $3,203-51.9% |
| Admin fee / account holder | $824 | $3,581-77.0% | $5,333-84.6% | $4,296-80.8% |