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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 | $41,243 | $58,587-29.6% | $83,322-50.5% | $64,173-35.7% |
| Participation rate | 66.7% | 72.0%-5.4pp | 77.8%-11.1pp | 69.6%-2.9pp |
| Annual return | -1.91% | 9.65%-11.6pp | 10.64%-12.6pp | 7.63%-9.5pp |
| Employer contribution / active EE | $1,202 | $2,098-42.7% | $3,379-64.4% | $2,381-49.5% |
| Participant deferral / active EE | $2,366 | $4,654-49.2% | $5,565-57.5% | $3,470-31.8% |
| Admin fee / account holder | $1,177 | $9,279-87.3% | $7,540-84.4% | $4,887-75.9% |