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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 | $21,937 | $39,132-43.9% | $57,196-61.6% | $62,881-65.1% |
| Participation rate | 56.4% | 70.5%-14.1pp | 75.3%-19.0pp | 69.3%-12.9pp |
| Annual return | 5.74% | 9.24%-3.5pp | 14.59%-8.9pp | 20.14%-14.4pp |
| Employer contribution / active EE | $730 | $1,874-61.0% | $2,683-72.8% | $2,281-68.0% |
| Participant deferral / active EE | $1,242 | $2,374-47.7% | $3,096-59.9% | $3,203-61.2% |
| Admin fee / account holder | $627 | $2,594-75.8% | $3,141-80.0% | $4,296-85.4% |