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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 | $17,285 | $39,132-55.8% | $57,196-69.8% | $62,881-72.5% |
| Participation rate | 30.0% | 70.5%-40.5pp | 75.3%-45.3pp | 69.3%-39.3pp |
| Annual return | 5.37% | 9.24%-3.9pp | 14.59%-9.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $630 | $1,874-66.4% | $2,683-76.5% | $2,281-72.4% |
| Participant deferral / active EE | $864 | $2,374-63.6% | $3,096-72.1% | $3,203-73.0% |
| Admin fee / account holder | $4,056 | $2,594+56.4% | $3,141+29.1% | $4,296-5.6% |