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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 | $29,920 | $39,132-23.5% | $57,196-47.7% | $62,881-52.4% |
| Participation rate | 56.7% | 70.5%-13.8pp | 75.3%-18.7pp | 69.3%-12.6pp |
| Annual return | 10.01% | 9.24%+0.8pp | 14.59%-4.6pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,069 | $1,874-42.9% | $2,683-60.1% | $2,281-53.1% |
| Participant deferral / active EE | $1,038 | $2,374-56.3% | $3,096-66.5% | $3,203-67.6% |
| Admin fee / account holder | $657 | $2,594-74.7% | $3,141-79.1% | $4,296-84.7% |