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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 | $26,089 | $43,344-39.8% | $59,899-56.4% | $64,173-59.3% |
| Participation rate | 53.6% | 69.2%-15.5pp | 74.7%-21.1pp | 69.6%-15.9pp |
| Annual return | 6.96% | -1.55%+8.5pp | 3.46%+3.5pp | 7.63%-0.7pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $806 | $2,547-68.4% | $3,402-76.3% | $3,470-76.8% |
| Admin fee / account holder | $2,633 | $3,008-12.5% | $3,592-26.7% | $4,887-46.1% |