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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 | $35,808 | $55,002-34.9% | $59,899-40.2% | $56,289-36.4% |
| Participation rate | 33.7% | 75.9%-42.3pp | 74.7%-41.0pp | 69.9%-36.2pp |
| Annual return | 6.83% | 1.13%+5.7pp | 3.46%+3.4pp | -9.96%+16.8pp |
| Employer contribution / active EE | $889 | $2,448-63.7% | $2,723-67.3% | $2,111-57.9% |
| Participant deferral / active EE | $1,945 | $3,121-37.7% | $3,402-42.8% | $3,350-41.9% |
| Admin fee / account holder | $7,413 | $236+3044.3% | $3,592+106.4% | $521+1323.0% |