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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 | $27,019 | $45,082-40.1% | $69,464-61.1% | $72,975-63.0% |
| Participation rate | 18.2% | 68.5%-50.3pp | 74.6%-56.4pp | 69.5%-51.3pp |
| Annual return | 5.91% | 22.66%-16.7pp | 28.98%-23.1pp | 81.01%-75.1pp |
| Employer contribution / active EE | $465 | $2,055-77.4% | $2,779-83.3% | $2,440-80.9% |
| Participant deferral / active EE | $1,706 | $2,604-34.5% | $3,536-51.8% | $3,608-52.7% |
| Admin fee / account holder | $3,463 | $3,057+13.3% | $3,840-9.8% | $5,124-32.4% |