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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 | $22,925 | $43,075-46.8% | $74,577-69.3% | $62,881-63.5% |
| Participation rate | 36.8% | 58.1%-21.2pp | 68.1%-31.3pp | 69.3%-32.5pp |
| Annual return | 7.69% | 17.50%-9.8pp | 20.47%-12.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $566 | $1,498-62.2% | $2,525-77.6% | $2,281-75.2% |
| Participant deferral / active EE | $1,459 | $2,389-38.9% | $3,458-57.8% | $3,203-54.4% |
| Admin fee / account holder | $1,768 | $2,840-37.8% | $4,138-57.3% | $4,296-58.8% |