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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 | $22,876 | $43,333-47.2% | $59,883-61.8% | $64,181-64.4% |
| Participation rate | 60.0% | 69.2%-9.2pp | 74.7%-14.7pp | 69.6%-9.6pp |
| Annual return | 9.16% | -1.55%+10.7pp | 3.46%+5.7pp | 7.63%+1.5pp |
| Employer contribution / active EE | $672 | $2,029-66.9% | $2,722-75.3% | $2,381-71.8% |
| Participant deferral / active EE | $1,841 | $2,547-27.7% | $3,402-45.9% | $3,470-46.9% |
| Admin fee / account holder | $357 | $3,006-88.1% | $3,591-90.1% | $4,887-92.7% |