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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 | $24,709 | $48,432-49.0% | $121,169-79.6% | $71,495-65.4% |
| Participation rate | 55.2% | 54.3%+0.9pp | 69.5%-14.3pp | 67.9%-12.7pp |
| Annual return | 25.74% | 23.28%+2.5pp | 986.71%-961.0pp | 28.85%-3.1pp |
| Employer contribution / active EE | $1,024 | $1,493-31.4% | $4,168-75.4% | $2,589-60.4% |
| Participant deferral / active EE | $1,388 | $2,756-49.6% | $4,083-66.0% | $4,291-67.7% |
| Admin fee / account holder | $3,906 | $1,845+111.7% | $5,645-30.8% | $1,588+146.0% |