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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 | $19,823 | $43,333-54.3% | $59,883-66.9% | $64,181-69.1% |
| Participation rate | 56.8% | 69.2%-12.4pp | 74.7%-17.9pp | 69.6%-12.8pp |
| Annual return | 6.24% | -1.55%+7.8pp | 3.46%+2.8pp | 7.63%-1.4pp |
| Employer contribution / active EE | $735 | $2,029-63.8% | $2,722-73.0% | $2,381-69.1% |
| Participant deferral / active EE | $2,639 | $2,547+3.6% | $3,402-22.4% | $3,470-23.9% |
| Admin fee / account holder | $5,231 | $3,006+74.0% | $3,591+45.7% | $4,887+7.0% |