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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 | $38,589 | $52,836-27.0% | $105,738-63.5% | $64,173-39.9% |
| Participation rate | 60.2% | 66.5%-6.3pp | 76.3%-16.1pp | 69.6%-9.4pp |
| Annual return | -7.36% | 14.30%-21.7pp | 6.27%-13.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $996 | $1,827-45.5% | $3,268-69.5% | $2,381-58.2% |
| Participant deferral / active EE | $1,958 | $2,545-23.1% | $4,080-52.0% | $3,470-43.6% |
| Admin fee / account holder | $3,814 | $3,959-3.7% | $6,913-44.8% | $4,887-22.0% |