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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 | $13,667 | $43,338-68.5% | $59,887-77.2% | $64,173-78.7% |
| Participation rate | 34.0% | 69.2%-35.1pp | 74.7%-40.7pp | 69.6%-35.5pp |
| Annual return | -4.33% | -1.55%-2.8pp | 3.46%-7.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $428 | $2,030-78.9% | $2,722-84.3% | $2,381-82.0% |
| Participant deferral / active EE | $2,228 | $2,547-12.5% | $3,402-34.5% | $3,470-35.8% |
| Admin fee / account holder | $504 | $3,007-83.2% | $3,591-86.0% | $4,887-89.7% |