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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 | $11,924 | $35,183-66.1% | $73,550-83.8% | $70,126-83.0% |
| Participation rate | 47.3% | 42.9%+4.3pp | 54.9%-7.7pp | 69.5%-22.3pp |
| Annual return | 18.82% | 26.90%-8.1pp | -15.16%+34.0pp | 73.15%-54.3pp |
| Employer contribution / active EE | $870 | $709+22.8% | $1,219-28.6% | $2,343-62.8% |
| Participant deferral / active EE | $1,123 | $1,220-7.9% | $1,804-37.7% | $3,332-66.3% |
| Admin fee / account holder | $527 | $2,302-77.1% | $2,320-77.3% | $4,645-88.7% |