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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 | $37,879 | $49,280-23.1% | $67,313-43.7% | $64,173-41.0% |
| Participation rate | 26.3% | 60.8%-34.5pp | 69.1%-42.8pp | 69.6%-43.3pp |
| Annual return | 5.57% | -1.39%+7.0pp | -4.08%+9.6pp | 7.63%-2.1pp |
| Employer contribution / active EE | $683 | $1,668-59.0% | $2,566-73.4% | $2,381-71.3% |
| Participant deferral / active EE | $1,022 | $2,484-58.9% | $3,568-71.4% | $3,470-70.6% |
| Admin fee / account holder | $2,756 | $3,863-28.6% | $4,507-38.8% | $4,887-43.6% |