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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 | $19,870 | $56,894-65.1% | $84,753-76.6% | $62,881-68.4% |
| Participation rate | 55.7% | 68.5%-12.9pp | 76.6%-20.9pp | 69.3%-13.6pp |
| Annual return | 7.83% | 6.30%+1.5pp | 22.78%-15.0pp | 20.14%-12.3pp |
| Employer contribution / active EE | $952 | $2,400-60.3% | $3,574-73.4% | $2,281-58.3% |
| Participant deferral / active EE | $1,365 | $2,709-49.6% | $3,712-63.2% | $3,203-57.4% |
| Admin fee / account holder | $1,064 | $3,581-70.3% | $5,333-80.1% | $4,296-75.2% |