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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 | $26,741 | $56,894-53.0% | $84,753-68.4% | $62,881-57.5% |
| Participation rate | 56.7% | 68.5%-11.9pp | 76.6%-19.9pp | 69.3%-12.6pp |
| Annual return | 7.16% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,136 | $2,400-52.7% | $3,574-68.2% | $2,281-50.2% |
| Participant deferral / active EE | $1,584 | $2,709-41.5% | $3,712-57.3% | $3,203-50.6% |
| Admin fee / account holder | $2,230 | $3,581-37.7% | $5,333-58.2% | $4,296-48.1% |