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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 | $27,222 | $43,344-37.2% | $59,899-54.6% | $64,173-57.6% |
| Participation rate | 46.4% | 69.2%-22.7pp | 74.7%-28.3pp | 69.6%-23.1pp |
| Annual return | 12.34% | -1.55%+13.9pp | 3.46%+8.9pp | 7.63%+4.7pp |
| Employer contribution / active EE | $639 | $2,030-68.5% | $2,723-76.5% | $2,381-73.2% |
| Participant deferral / active EE | $1,339 | $2,547-47.4% | $3,402-60.6% | $3,470-61.4% |
| Admin fee / account holder | $5,289 | $3,008+75.8% | $3,592+47.2% | $4,887+8.2% |