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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 | $32,534 | $43,075-24.5% | $74,577-56.4% | $62,881-48.3% |
| Participation rate | 16.3% | 58.1%-41.8pp | 68.1%-51.8pp | 69.3%-53.0pp |
| Annual return | 6.91% | 17.50%-10.6pp | 20.47%-13.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $478 | $1,498-68.1% | $2,525-81.1% | $2,281-79.0% |
| Participant deferral / active EE | $1,041 | $2,389-56.4% | $3,458-69.9% | $3,203-67.5% |
| Admin fee / account holder | $1,511 | $2,840-46.8% | $4,138-63.5% | $4,296-64.8% |