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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 | $35,696 | $43,344-17.6% | $59,899-40.4% | $64,173-44.4% |
| Participation rate | 40.6% | 69.2%-28.5pp | 74.7%-34.1pp | 69.6%-28.9pp |
| Annual return | 8.74% | -1.55%+10.3pp | 3.46%+5.3pp | 7.63%+1.1pp |
| Employer contribution / active EE | $894 | $2,030-56.0% | $2,723-67.2% | $2,381-62.5% |
| Participant deferral / active EE | $2,082 | $2,547-18.3% | $3,402-38.8% | $3,470-40.0% |
| Admin fee / account holder | $7,794 | $3,008+159.1% | $3,592+117.0% | $4,887+59.5% |