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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 | $10,877 | $39,132-72.2% | $57,196-81.0% | $62,881-82.7% |
| Participation rate | 54.0% | 70.5%-16.5pp | 75.3%-21.3pp | 69.3%-15.3pp |
| Annual return | 1.86% | 9.24%-7.4pp | 14.59%-12.7pp | 20.14%-18.3pp |
| Employer contribution / active EE | $844 | $1,874-55.0% | $2,683-68.5% | $2,281-63.0% |
| Participant deferral / active EE | $1,202 | $2,374-49.4% | $3,096-61.2% | $3,203-62.5% |
| Admin fee / account holder | $327 | $2,594-87.4% | $3,141-89.6% | $4,296-92.4% |