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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 | $27,098 | $42,383-36.1% | $76,518-64.6% | $64,173-57.8% |
| Participation rate | 62.1% | 58.1%+3.9pp | 68.0%-5.9pp | 69.6%-7.5pp |
| Annual return | 7.13% | -16.54%+23.7pp | -0.27%+7.4pp | 7.63%-0.5pp |
| Employer contribution / active EE | $638 | $1,563-59.2% | $2,647-75.9% | $2,381-73.2% |
| Participant deferral / active EE | $1,514 | $2,566-41.0% | $3,836-60.5% | $3,470-56.4% |
| Admin fee / account holder | $726 | $3,198-77.3% | $4,849-85.0% | $4,887-85.1% |