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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 | $58,131 | $32,037+81.4% | $69,182-16.0% | $62,881-7.6% |
| Participation rate | 32.2% | 43.4%-11.2pp | 55.1%-22.9pp | 69.3%-37.1pp |
| Annual return | 7.64% | 15.16%-7.5pp | -21.93%+29.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,035 | $1,185+71.7% | $1,897+7.3% | $3,203-36.5% |
| Admin fee / account holder | $2,169 | $2,608-16.8% | $2,697-19.6% | $4,296-49.5% |