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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 | $43,729 | $49,280-11.3% | $67,313-35.0% | $64,173-31.9% |
| Participation rate | 35.3% | 60.8%-25.5pp | 69.1%-33.8pp | 69.6%-34.3pp |
| Annual return | 5.96% | -1.39%+7.3pp | -4.08%+10.0pp | 7.63%-1.7pp |
| Employer contribution / active EE | $596 | $1,668-64.3% | $2,566-76.8% | $2,381-75.0% |
| Participant deferral / active EE | $987 | $2,484-60.3% | $3,568-72.3% | $3,470-71.6% |
| Admin fee / account holder | $901 | $3,863-76.7% | $4,507-80.0% | $4,887-81.6% |