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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 | $41,914 | $53,412-21.5% | $68,509-38.8% | $52,331-19.9% |
| Participation rate | 68.5% | 71.7%-3.1pp | 74.7%-6.2pp | 68.1%+0.4pp |
| Annual return | 0.07% | 3.42%-3.4pp | 8.27%-8.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $875 | $1,607-45.5% | $2,278-61.6% | $1,882-53.5% |
| Participant deferral / active EE | $2,491 | $2,688-7.3% | $3,382-26.4% | $3,022-17.6% |
| Admin fee / account holder | $1,091 | $461+136.6% | $5,275-79.3% | $592+84.3% |