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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 | $29,947 | $56,287-46.8% | $80,977-63.0% | $62,881-52.4% |
| Participation rate | 41.2% | 68.9%-27.8pp | 75.8%-34.6pp | 69.3%-28.1pp |
| Annual return | 7.86% | 22.13%-14.3pp | 17.11%-9.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $689 | $1,943-64.5% | $3,715-81.4% | $2,281-69.8% |
| Participant deferral / active EE | $1,876 | $4,196-55.3% | $5,696-67.1% | $3,203-41.4% |
| Admin fee / account holder | $2,255 | $3,742-39.7% | $5,517-59.1% | $4,296-47.5% |