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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 | $36,208 | $43,333-16.4% | $59,883-39.5% | $64,181-43.6% |
| Participation rate | 58.8% | 69.2%-10.3pp | 74.7%-15.9pp | 69.6%-10.7pp |
| Annual return | 10.88% | -1.55%+12.4pp | 3.46%+7.4pp | 7.63%+3.3pp |
| Employer contribution / active EE | $807 | $2,029-60.3% | $2,722-70.4% | $2,381-66.1% |
| Participant deferral / active EE | $1,816 | $2,547-28.7% | $3,402-46.6% | $3,470-47.7% |
| Admin fee / account holder | $372 | $3,006-87.6% | $3,591-89.7% | $4,887-92.4% |