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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 | $25,324 | $49,280-48.6% | $67,313-62.4% | $64,181-60.5% |
| Participation rate | 37.8% | 60.8%-22.9pp | 69.1%-31.2pp | 69.6%-31.7pp |
| Annual return | 2.30% | -1.39%+3.7pp | -4.08%+6.4pp | 7.63%-5.3pp |
| Employer contribution / active EE | $630 | $1,668-62.2% | $2,566-75.4% | $2,381-73.5% |
| Participant deferral / active EE | $1,797 | $2,484-27.7% | $3,568-49.6% | $3,470-48.2% |
| Admin fee / account holder | $801 | $3,863-79.3% | $4,507-82.2% | $4,887-83.6% |