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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 | $29,549 | $39,132-24.5% | $57,196-48.3% | $62,881-53.0% |
| Participation rate | 64.6% | 70.5%-5.9pp | 75.3%-10.7pp | 69.3%-4.7pp |
| Annual return | 8.21% | 9.24%-1.0pp | 14.59%-6.4pp | 20.14%-11.9pp |
| Employer contribution / active EE | $640 | $1,874-65.8% | $2,683-76.1% | $2,281-71.9% |
| Participant deferral / active EE | $1,491 | $2,374-37.2% | $3,096-51.9% | $3,203-53.5% |
| Admin fee / account holder | $8,805 | $2,594+239.4% | $3,141+180.4% | $4,296+105.0% |