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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 | $33,518 | $43,344-22.7% | $59,899-44.0% | $64,173-47.8% |
| Participation rate | 67.6% | 69.2%-1.6pp | 74.7%-7.1pp | 69.6%-2.0pp |
| Annual return | 10.81% | -1.55%+12.4pp | 3.46%+7.4pp | 7.63%+3.2pp |
| Employer contribution / active EE | $559 | $2,030-72.5% | $2,723-79.5% | $2,381-76.5% |
| Participant deferral / active EE | $1,679 | $2,547-34.1% | $3,402-50.7% | $3,470-51.6% |
| Admin fee / account holder | $4,178 | $3,008+38.9% | $3,592+16.3% | $4,887-14.5% |