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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 | $11,291 | $32,037-64.8% | $69,182-83.7% | $62,881-82.0% |
| Participation rate | 30.5% | 43.4%-12.9pp | 55.1%-24.6pp | 69.3%-38.8pp |
| Annual return | 6.60% | 15.16%-8.6pp | -21.93%+28.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $886 | $1,185-25.3% | $1,897-53.3% | $3,203-72.4% |
| Admin fee / account holder | $3,383 | $2,608+29.7% | $2,697+25.5% | $4,296-21.2% |