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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 | $26,874 | $48,118-44.1% | $136,833-80.4% | $94,015-71.4% |
| Participation rate | 50.0% | 47.4%+2.6pp | 59.0%-9.0pp | 70.8%-20.8pp |
| Annual return | 19.71% | 14.65%+5.1pp | 35.32%-15.6pp | 17.84%+1.9pp |
| Employer contribution / active EE | $914 | $821+11.4% | $1,319-30.7% | $2,790-67.2% |
| Participant deferral / active EE | $2,454 | $1,651+48.7% | $2,441+0.5% | $4,249-42.2% |
| Admin fee / account holder | $819 | $3,059-73.2% | $4,706-82.6% | $8,951-90.9% |