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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 | $25,223 | $53,774-53.1% | $134,162-81.2% | $79,852-68.4% |
| Participation rate | 50.0% | 58.8%-8.8pp | 72.2%-22.2pp | 69.6%-19.6pp |
| Annual return | 35.06% | 19.01%+16.1pp | 36.35%-1.3pp | 31.72%+3.3pp |
| Employer contribution / active EE | $1,005 | $1,322-24.0% | $3,705-72.9% | $2,471-59.3% |
| Participant deferral / active EE | $2,063 | $2,420-14.8% | $3,500-41.1% | $3,740-44.9% |
| Admin fee / account holder | $2,120 | $3,985-46.8% | $6,685-68.3% | $5,306-60.0% |