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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 | $68,757 | $61,660+11.5% | $80,022-14.1% | $64,173+7.1% |
| Participation rate | 28.6% | 71.7%-43.1pp | 75.8%-47.3pp | 69.6%-41.0pp |
| Annual return | -4.03% | -0.33%-3.7pp | 11.22%-15.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $484 | $1,810-73.2% | $2,468-80.4% | $2,381-79.7% |
| Participant deferral / active EE | $1,938 | $2,968-34.7% | $3,686-47.4% | $3,470-44.1% |
| Admin fee / account holder | $1,408 | $5,417-74.0% | $6,521-78.4% | $4,887-71.2% |