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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 | $27,010 | $35,183-23.2% | $73,550-63.3% | $70,126-61.5% |
| Participation rate | 52.5% | 42.9%+9.6pp | 54.9%-2.4pp | 69.5%-17.0pp |
| Annual return | 14.54% | 26.90%-12.4pp | -15.16%+29.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $589 | $709-16.9% | $1,219-51.7% | $2,343-74.9% |
| Participant deferral / active EE | $892 | $1,220-26.9% | $1,804-50.6% | $3,332-73.2% |
| Admin fee / account holder | $1,240 | $2,302-46.1% | $2,320-46.6% | $4,645-73.3% |