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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 | $24,738 | $43,344-42.9% | $59,899-58.7% | $64,173-61.5% |
| Participation rate | 33.8% | 69.2%-35.3pp | 74.7%-40.9pp | 69.6%-35.7pp |
| Annual return | 9.87% | -1.55%+11.4pp | 3.46%+6.4pp | 7.63%+2.2pp |
| Employer contribution / active EE | $582 | $2,030-71.3% | $2,723-78.6% | $2,381-75.6% |
| Participant deferral / active EE | $1,062 | $2,547-58.3% | $3,402-68.8% | $3,470-69.4% |
| Admin fee / account holder | $419 | $3,008-86.1% | $3,592-88.3% | $4,887-91.4% |