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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 | $24,999 | $81,358-69.3% | $155,556-83.9% | $80,959-69.1% |
| Participation rate | 48.7% | 66.3%-17.6pp | 78.2%-29.5pp | 67.7%-19.0pp |
| Annual return | 12.42% | 33.39%-21.0pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,434 | $3,106-53.9% | $4,675-69.3% | $2,757-48.0% |
| Participant deferral / active EE | $2,646 | $3,455-23.4% | $5,631-53.0% | $4,300-38.5% |
| Admin fee / account holder | $866 | $7,994-89.2% | $15,885-94.6% | $6,925-87.5% |