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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 | $7,062 | $51,207-86.2% | $70,565-90.0% | $75,177-90.6% |
| Participation rate | 27.0% | 61.0%-33.9pp | 68.4%-41.3pp | 67.2%-40.2pp |
| Annual return | 30.27% | 30.05%+0.2pp | 32.79%-2.5pp | 160.75%-130.5pp |
| Employer contribution / active EE | $583 | $1,826-68.1% | $2,976-80.4% | $2,671-78.2% |
| Participant deferral / active EE | $1,518 | $2,850-46.8% | $4,568-66.8% | $4,126-63.2% |
| Admin fee / account holder | $1,380 | $4,097-66.3% | $6,430-78.5% | $5,651-75.6% |