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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 | $20,744 | $25,723-19.4% | $69,182-70.0% | $55,167-62.4% |
| Participation rate | 45.5% | 39.4%+6.0pp | 55.1%-9.7pp | 69.0%-23.5pp |
| Annual return | 8.79% | 9.56%-0.8pp | -21.93%+30.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,394 | $963+44.7% | $1,897-26.5% | $3,054-54.4% |
| Admin fee / account holder | $681 | $365+86.7% | $2,697-74.8% | $504+35.1% |