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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 | $15,821 | $29,051-45.5% | $52,425-69.8% | $67,986-76.7% |
| Participation rate | 35.1% | 30.4%+4.6pp | 55.6%-20.5pp | 57.2%-22.1pp |
| Annual return | 17.01% | 24.00%-7.0pp | 302.12%-285.1pp | 31.67%-14.7pp |
| Employer contribution / active EE | $814 | $412+97.7% | $914-11.0% | $2,019-59.7% |
| Participant deferral / active EE | $1,559 | $873+78.5% | $1,790-12.9% | $3,358-53.6% |
| Admin fee / account holder | $2,631 | $2,113+24.5% | $2,495+5.5% | $3,203-17.9% |