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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 | $36,948-31.1% | $73,658-65.4% | $87,485-70.9% |
| Participation rate | 46.0% | 46.8%-0.8pp | 57.0%-11.0pp | 68.9%-22.9pp |
| Annual return | 15.86% | 28.64%-12.8pp | 29.72%-13.9pp | 26.06%-10.2pp |
| Employer contribution / active EE | $911 | $670+35.9% | $1,032-11.8% | $2,596-64.9% |
| Participant deferral / active EE | $1,575 | $1,379+14.2% | $2,062-23.6% | $4,274-63.2% |
| Admin fee / account holder | $6,348 | $2,531+150.8% | $3,357+89.1% | $7,775-18.3% |