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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 | $17,405 | $52,306-66.7% | $69,779-75.1% | $62,881-72.3% |
| Participation rate | 43.9% | 67.2%-23.4pp | 71.8%-28.0pp | 69.3%-25.4pp |
| Annual return | 5.66% | 13.35%-7.7pp | 12.99%-7.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $387 | $1,799-78.5% | $2,338-83.4% | $2,281-83.0% |
| Participant deferral / active EE | $2,437 | $2,395+1.7% | $2,931-16.9% | $3,203-23.9% |
| Admin fee / account holder | $5,947 | $3,691+61.1% | $4,381+35.8% | $4,296+38.4% |