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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 | $39,490 | $32,037+23.3% | $69,182-42.9% | $62,881-37.2% |
| Participation rate | 42.1% | 43.4%-1.3pp | 55.1%-13.0pp | 69.3%-27.2pp |
| Annual return | 7.05% | 15.16%-8.1pp | -21.93%+29.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $659 | $679-3.0% | $1,206-45.4% | $2,281-71.1% |
| Participant deferral / active EE | $1,920 | $1,185+61.9% | $1,897+1.2% | $3,203-40.1% |
| Admin fee / account holder | $580 | $2,608-77.8% | $2,697-78.5% | $4,296-86.5% |