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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 | $28,958 | $39,132-26.0% | $57,196-49.4% | $62,881-53.9% |
| Participation rate | 62.5% | 70.5%-8.0pp | 75.3%-12.8pp | 69.3%-6.8pp |
| Annual return | 6.87% | 9.24%-2.4pp | 14.59%-7.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $528 | $1,874-71.8% | $2,683-80.3% | $2,281-76.8% |
| Participant deferral / active EE | $1,568 | $2,374-33.9% | $3,096-49.4% | $3,203-51.0% |
| Admin fee / account holder | $2,371 | $2,594-8.6% | $3,141-24.5% | $4,296-44.8% |