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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 | $35,632 | $39,132-8.9% | $57,196-37.7% | $62,881-43.3% |
| Participation rate | 27.1% | 70.5%-43.4pp | 75.3%-48.2pp | 69.3%-42.2pp |
| Annual return | 8.87% | 9.24%-0.4pp | 14.59%-5.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $727 | $1,874-61.2% | $2,683-72.9% | $2,281-68.1% |
| Participant deferral / active EE | $1,578 | $2,374-33.5% | $3,096-49.0% | $3,203-50.7% |
| Admin fee / account holder | $323 | $2,594-87.5% | $3,141-89.7% | $4,296-92.5% |