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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 | $33,891 | $43,344-21.8% | $59,899-43.4% | $64,173-47.2% |
| Participation rate | 48.5% | 69.2%-20.6pp | 74.7%-26.2pp | 69.6%-21.0pp |
| Annual return | -6.27% | -1.55%-4.7pp | 3.46%-9.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $640 | $2,030-68.5% | $2,723-76.5% | $2,381-73.1% |
| Participant deferral / active EE | $1,626 | $2,547-36.2% | $3,402-52.2% | $3,470-53.2% |
| Admin fee / account holder | $1,675 | $3,008-44.3% | $3,592-53.4% | $4,887-65.7% |