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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 | $16,498 | $37,156-55.6% | $83,854-80.3% | $86,983-81.0% |
| Participation rate | 43.9% | 49.1%-5.2pp | 59.1%-15.3pp | 69.5%-25.7pp |
| Annual return | 21.13% | 29.88%-8.8pp | 31.39%-10.3pp | 25.83%-4.7pp |
| Employer contribution / active EE | $744 | $661+12.5% | $1,017-26.9% | $2,584-71.2% |
| Participant deferral / active EE | $1,614 | $1,418+13.8% | $2,035-20.7% | $4,194-61.5% |
| Admin fee / account holder | $1,120 | $2,510-55.4% | $3,197-65.0% | $7,856-85.7% |