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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 | $22,413 | $32,037-30.0% | $69,182-67.6% | $62,881-64.4% |
| Participation rate | 39.3% | 43.4%-4.1pp | 55.1%-15.8pp | 69.3%-30.0pp |
| Annual return | 7.64% | 15.16%-7.5pp | -21.93%+29.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $288 | $679-57.6% | $1,206-76.1% | $2,281-87.4% |
| Participant deferral / active EE | $1,655 | $1,185+39.6% | $1,897-12.7% | $3,203-48.3% |
| Admin fee / account holder | $437 | $2,608-83.3% | $2,697-83.8% | $4,296-89.8% |