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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 | $17,744 | $56,894-68.8% | $84,753-79.1% | $62,881-71.8% |
| Participation rate | 26.5% | 68.5%-42.1pp | 76.6%-50.1pp | 69.3%-42.8pp |
| Annual return | 9.11% | 6.30%+2.8pp | 22.78%-13.7pp | 20.14%-11.0pp |
| Employer contribution / active EE | $710 | $2,400-70.4% | $3,574-80.1% | $2,281-68.9% |
| Participant deferral / active EE | $1,843 | $2,709-32.0% | $3,712-50.4% | $3,203-42.5% |
| Admin fee / account holder | $2,455 | $3,581-31.4% | $5,333-54.0% | $4,296-42.9% |