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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 | $26,062 | $46,599-44.1% | $64,101-59.3% | $75,173-65.3% |
| Participation rate | 42.9% | 65.9%-23.1pp | 72.3%-29.5pp | 67.2%-24.3pp |
| Annual return | 47.96% | 26.06%+21.9pp | 33.72%+14.2pp | 160.72%-112.8pp |
| Employer contribution / active EE | $1,565 | $1,975-20.8% | $2,749-43.1% | $2,671-41.4% |
| Participant deferral / active EE | $2,131 | $2,837-24.9% | $3,881-45.1% | $4,126-48.4% |
| Admin fee / account holder | $813 | $2,956-72.5% | $3,070-73.5% | $5,651-85.6% |