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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 | $36,948-33.1% | $73,658-66.4% | $87,485-71.7% |
| Participation rate | 46.3% | 46.8%-0.5pp | 57.0%-10.7pp | 68.9%-22.6pp |
| Annual return | 16.55% | 28.64%-12.1pp | 29.72%-13.2pp | 26.06%-9.5pp |
| Employer contribution / active EE | $885 | $670+32.2% | $1,032-14.2% | $2,596-65.9% |
| Participant deferral / active EE | $1,931 | $1,379+40.0% | $2,062-6.3% | $4,274-54.8% |
| Admin fee / account holder | $5,243 | $2,531+107.2% | $3,357+56.2% | $7,775-32.6% |