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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 | $32,587 | $50,947-36.0% | $74,551-56.3% | $64,173-49.2% |
| Participation rate | 49.5% | 61.1%-11.6pp | 69.1%-19.7pp | 69.6%-20.1pp |
| Annual return | -4.44% | -1.85%-2.6pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $668 | $1,115-40.1% | $1,961-65.9% | $2,381-71.9% |
| Participant deferral / active EE | $1,111 | $2,302-51.7% | $3,108-64.3% | $3,470-68.0% |
| Admin fee / account holder | $9,704 | $4,221+129.9% | $5,059+91.8% | $4,887+98.6% |