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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 | $21,759 | $41,016-46.9% | $152,093-85.7% | $64,097-66.1% |
| Participation rate | 50.9% | 51.3%-0.5pp | 77.8%-26.9pp | 55.2%-4.3pp |
| Annual return | 14.34% | 39.60%-25.3pp | 66.36%-52.0pp | 34.64%-20.3pp |
| Employer contribution / active EE | $937 | $1,342-30.2% | $4,175-77.6% | $1,891-50.5% |
| Participant deferral / active EE | $1,851 | $1,927-4.0% | $5,451-66.0% | $3,080-39.9% |
| Admin fee / account holder | $3,846 | $2,305+66.8% | $14,497-73.5% | $3,454+11.3% |