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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 | $23,260 | $72,607-68.0% | $90,259-74.2% | $87,485-73.4% |
| Participation rate | 42.4% | 64.8%-22.4pp | 70.7%-28.3pp | 68.9%-26.5pp |
| Annual return | 19.32% | 18.59%+0.7pp | 18.88%+0.4pp | 26.06%-6.7pp |
| Employer contribution / active EE | $677 | $1,919-64.7% | $2,291-70.5% | $2,596-73.9% |
| Participant deferral / active EE | $1,626 | $3,055-46.8% | $3,827-57.5% | $4,274-61.9% |
| Admin fee / account holder | $2,930 | $5,947-50.7% | $7,267-59.7% | $7,775-62.3% |