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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 | $34,724 | $48,076-27.8% | $78,693-55.9% | $62,891-44.8% |
| Participation rate | 50.7% | 65.2%-14.5pp | 73.6%-22.9pp | 69.3%-18.6pp |
| Annual return | 5.72% | 31.35%-25.6pp | 62.18%-56.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $697 | $2,015-65.4% | $2,850-75.5% | $2,281-69.4% |
| Participant deferral / active EE | $1,537 | $2,588-40.6% | $3,517-56.3% | $3,203-52.0% |
| Admin fee / account holder | $367 | $3,207-88.6% | $4,511-91.9% | $4,296-91.5% |