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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 | $22,625 | $45,079-49.8% | $69,461-67.4% | $72,983-69.0% |
| Participation rate | 57.7% | 68.5%-10.8pp | 74.6%-16.9pp | 69.5%-11.8pp |
| Annual return | 24.29% | 22.65%+1.6pp | 28.97%-4.7pp | 81.01%-56.7pp |
| Employer contribution / active EE | $649 | $2,055-68.4% | $2,779-76.6% | $2,440-73.4% |
| Participant deferral / active EE | $4,407 | $2,603+69.3% | $3,536+24.6% | $3,608+22.2% |
| Admin fee / account holder | $11,848 | $3,056+287.7% | $3,840+208.6% | $5,124+131.2% |