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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 | $26,814 | $49,280-45.6% | $67,313-60.2% | $64,181-58.2% |
| Participation rate | 55.3% | 60.8%-5.5pp | 69.1%-13.8pp | 69.6%-14.3pp |
| Annual return | 2.86% | -1.39%+4.3pp | -4.08%+6.9pp | 7.63%-4.8pp |
| Employer contribution / active EE | $413 | $1,668-75.2% | $2,566-83.9% | $2,381-82.6% |
| Participant deferral / active EE | $1,687 | $2,484-32.1% | $3,568-52.7% | $3,470-51.4% |
| Admin fee / account holder | $1,891 | $3,863-51.0% | $4,507-58.0% | $4,887-61.3% |