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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 | $36,948-27.3% | $73,658-63.5% | $87,485-69.3% |
| Participation rate | 50.0% | 46.8%+3.2pp | 57.0%-7.0pp | 68.9%-18.9pp |
| Annual return | 19.71% | 28.64%-8.9pp | 29.72%-10.0pp | 26.06%-6.4pp |
| Employer contribution / active EE | $914 | $670+36.5% | $1,032-11.4% | $2,596-64.8% |
| Participant deferral / active EE | $2,454 | $1,379+78.0% | $2,062+19.0% | $4,274-42.6% |
| Admin fee / account holder | $819 | $2,531-67.7% | $3,357-75.6% | $7,775-89.5% |