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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 | $28,063 | $43,333-35.2% | $59,883-53.1% | $64,181-56.3% |
| Participation rate | 43.0% | 69.2%-26.1pp | 74.7%-31.7pp | 69.6%-26.5pp |
| Annual return | 5.78% | -1.55%+7.3pp | 3.46%+2.3pp | 7.63%-1.9pp |
| Employer contribution / active EE | $2,014 | $2,029-0.8% | $2,722-26.0% | $2,381-15.4% |
| Participant deferral / active EE | $775 | $2,547-69.6% | $3,402-77.2% | $3,470-77.7% |
| Admin fee / account holder | $817 | $3,006-72.8% | $3,591-77.2% | $4,887-83.3% |