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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 | $55,893 | $67,459-17.1% | $74,184-24.7% | - |
| Participation rate | 59.6% | 75.7%-16.1pp | 76.6%-17.0pp | - |
| Annual return | 5.27% | 3.47%+1.8pp | 17.74%-12.5pp | - |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,370-100.0% | - |
| Participant deferral / active EE | $2,936 | $3,061-4.1% | $3,550-17.3% | - |
| Admin fee / account holder | $2,436 | $9,869-75.3% | $5,586-56.4% | - |