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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 | $41,108 | $63,845-35.6% | $81,370-49.5% | $80,959-49.2% |
| Participation rate | 45.1% | 63.9%-18.8pp | 69.5%-24.5pp | 67.7%-22.6pp |
| Annual return | 10.97% | 16.37%-5.4pp | 24.85%-13.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $447 | $1,980-77.4% | $2,464-81.8% | $2,757-83.8% |
| Participant deferral / active EE | $1,139 | $3,093-63.2% | $3,885-70.7% | $4,300-73.5% |
| Admin fee / account holder | $1,255 | $5,688-77.9% | $5,749-78.2% | $6,925-81.9% |