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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 | $24,733 | $48,118-48.6% | $136,833-81.9% | $94,015-73.7% |
| Participation rate | 46.3% | 47.4%-1.0pp | 59.0%-12.7pp | 70.8%-24.5pp |
| Annual return | 16.55% | 14.65%+1.9pp | 35.32%-18.8pp | 17.84%-1.3pp |
| Employer contribution / active EE | $885 | $821+7.9% | $1,319-32.8% | $2,790-68.3% |
| Participant deferral / active EE | $1,931 | $1,651+17.0% | $2,441-20.9% | $4,249-54.6% |
| Admin fee / account holder | $5,243 | $3,059+71.4% | $4,706+11.4% | $8,951-41.4% |