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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 | $29,030 | $39,132-25.8% | $57,196-49.2% | $62,881-53.8% |
| Participation rate | 44.0% | 70.5%-26.5pp | 75.3%-31.3pp | 69.3%-25.3pp |
| Annual return | 7.99% | 9.24%-1.3pp | 14.59%-6.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $639 | $1,874-65.9% | $2,683-76.2% | $2,281-72.0% |
| Participant deferral / active EE | $1,381 | $2,374-41.8% | $3,096-55.4% | $3,203-56.9% |
| Admin fee / account holder | $3,307 | $2,594+27.5% | $3,141+5.3% | $4,296-23.0% |