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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 | $20,401 | $43,338-52.9% | $59,887-65.9% | $64,173-68.2% |
| Participation rate | 33.3% | 69.2%-35.8pp | 74.7%-41.4pp | 69.6%-36.2pp |
| Annual return | 14.82% | -1.55%+16.4pp | 3.46%+11.4pp | 7.63%+7.2pp |
| Employer contribution / active EE | $447 | $2,030-78.0% | $2,722-83.6% | $2,381-81.2% |
| Participant deferral / active EE | $1,112 | $2,547-56.4% | $3,402-67.3% | $3,470-68.0% |
| Admin fee / account holder | $9,142 | $3,007+204.0% | $3,591+154.6% | $4,887+87.1% |