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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 | $26,696 | $57,506-53.6% | $67,221-60.3% | $79,852-66.6% |
| Participation rate | 58.9% | 74.3%-15.4pp | 79.4%-20.5pp | 69.6%-10.7pp |
| Annual return | 11.36% | 18.46%-7.1pp | 20.72%-9.4pp | 31.72%-20.4pp |
| Employer contribution / active EE | $583 | $2,961-80.3% | $3,723-84.3% | $2,471-76.4% |
| Participant deferral / active EE | $1,235 | $3,508-64.8% | $4,384-71.8% | $3,740-67.0% |
| Admin fee / account holder | $4,875 | $4,029+21.0% | $5,844-16.6% | $5,306-8.1% |