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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 | $26,271 | $48,078-45.4% | $78,676-66.6% | $62,881-58.2% |
| Participation rate | 51.0% | 65.2%-14.2pp | 73.6%-22.6pp | 69.3%-18.3pp |
| Annual return | 10.05% | 31.36%-21.3pp | 62.19%-52.1pp | 20.14%-10.1pp |
| Employer contribution / active EE | $753 | $2,015-62.6% | $2,850-73.6% | $2,281-67.0% |
| Participant deferral / active EE | $1,985 | $2,587-23.3% | $3,517-43.6% | $3,203-38.0% |
| Admin fee / account holder | $589 | $3,206-81.6% | $4,510-86.9% | $4,296-86.3% |