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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 | $27,578 | $41,377-33.4% | $109,313-74.8% | $62,881-56.1% |
| Participation rate | 36.1% | 57.5%-21.4pp | 71.3%-35.2pp | 69.3%-33.2pp |
| Annual return | 6.88% | 11.05%-4.2pp | 22.07%-15.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $888 | $1,276-30.4% | $3,892-77.2% | $2,281-61.0% |
| Participant deferral / active EE | $1,078 | $2,045-47.3% | $3,166-66.0% | $3,203-66.4% |
| Admin fee / account holder | $1,606 | $2,884-44.3% | $5,666-71.7% | $4,296-62.6% |