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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 | $24,934 | $36,948-32.5% | $73,658-66.1% | $87,485-71.5% |
| Participation rate | 41.0% | 46.8%-5.8pp | 57.0%-16.1pp | 68.9%-27.9pp |
| Annual return | 19.44% | 28.64%-9.2pp | 29.72%-10.3pp | 26.06%-6.6pp |
| Employer contribution / active EE | $929 | $670+38.6% | $1,032-10.0% | $2,596-64.2% |
| Participant deferral / active EE | $1,149 | $1,379-16.7% | $2,062-44.3% | $4,274-73.1% |
| Admin fee / account holder | $2,397 | $2,531-5.3% | $3,357-28.6% | $7,775-69.2% |