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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 | $23,709 | $86,050-72.4% | $189,758-87.5% | $94,015-74.8% |
| Participation rate | 48.3% | 68.9%-20.6pp | 79.8%-31.5pp | 70.8%-22.5pp |
| Annual return | 21.43% | 17.77%+3.7pp | 52.62%-31.2pp | 17.84%+3.6pp |
| Employer contribution / active EE | $525 | $2,819-81.4% | $4,767-89.0% | $2,790-81.2% |
| Participant deferral / active EE | $3,007 | $3,349-10.2% | $5,856-48.7% | $4,249-29.2% |
| Admin fee / account holder | $2,535 | $6,627-61.7% | $20,388-87.6% | $8,951-71.7% |