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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 | $27,082 | $43,344-37.5% | $59,899-54.8% | $64,173-57.8% |
| Participation rate | 46.4% | 69.2%-22.8pp | 74.7%-28.3pp | 69.6%-23.2pp |
| Annual return | 11.37% | -1.55%+12.9pp | 3.46%+7.9pp | 7.63%+3.7pp |
| Employer contribution / active EE | $702 | $2,030-65.4% | $2,723-74.2% | $2,381-70.5% |
| Participant deferral / active EE | $1,401 | $2,547-45.0% | $3,402-58.8% | $3,470-59.6% |
| Admin fee / account holder | $5,395 | $3,008+79.3% | $3,592+50.2% | $4,887+10.4% |