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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 | $31,003 | $59,191-47.6% | $76,767-59.6% | $56,289-44.9% |
| Participation rate | 57.3% | 75.2%-18.0pp | 77.0%-19.7pp | 69.9%-12.6pp |
| Annual return | -4.49% | 6.62%-11.1pp | 2.43%-6.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $825 | $1,759-53.1% | $2,485-66.8% | $2,111-60.9% |
| Participant deferral / active EE | $1,843 | $3,255-43.4% | $3,852-52.2% | $3,350-45.0% |
| Admin fee / account holder | $529 | $489+8.1% | $6,675-92.1% | $521+1.5% |