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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 | $23,791 | $36,948-35.6% | $73,658-67.7% | $87,485-72.8% |
| Participation rate | 36.5% | 46.8%-10.3pp | 57.0%-20.6pp | 68.9%-32.4pp |
| Annual return | 30.26% | 28.64%+1.6pp | 29.72%+0.5pp | 26.06%+4.2pp |
| Employer contribution / active EE | $552 | $670-17.7% | $1,032-46.6% | $2,596-78.7% |
| Participant deferral / active EE | $1,255 | $1,379-9.0% | $2,062-39.1% | $4,274-70.6% |
| Admin fee / account holder | $355 | $2,531-86.0% | $3,357-89.4% | $7,775-95.4% |