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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 | $25,457 | $48,118-47.1% | $136,833-81.4% | $94,015-72.9% |
| Participation rate | 46.0% | 47.4%-1.4pp | 59.0%-13.0pp | 70.8%-24.8pp |
| Annual return | 15.86% | 14.65%+1.2pp | 35.32%-19.5pp | 17.84%-2.0pp |
| Employer contribution / active EE | $911 | $821+11.0% | $1,319-30.9% | $2,790-67.4% |
| Participant deferral / active EE | $1,575 | $1,651-4.6% | $2,441-35.5% | $4,249-62.9% |
| Admin fee / account holder | $6,348 | $3,059+107.5% | $4,706+34.9% | $8,951-29.1% |