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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 | $24,042 | $39,534-39.2% | $46,225-48.0% | $62,881-61.8% |
| Participation rate | 53.6% | 74.6%-20.9pp | 79.5%-25.9pp | 69.3%-15.7pp |
| Annual return | 7.30% | 8.93%-1.6pp | 7.57%-0.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,279 | $2,646-51.7% | $3,424-62.7% | $2,281-43.9% |
| Participant deferral / active EE | $1,840 | $2,681-31.4% | $3,776-51.3% | $3,203-42.5% |
| Admin fee / account holder | $4,007 | $2,464+62.6% | $3,519+13.8% | $4,296-6.7% |