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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 | $23,367 | $39,036-40.1% | $80,784-71.1% | $85,851-72.8% |
| Participation rate | 46.9% | 41.6%+5.4pp | 54.2%-7.3pp | 69.3%-22.4pp |
| Annual return | 14.96% | 26.31%-11.4pp | 87.31%-72.4pp | 318.63%-303.7pp |
| Employer contribution / active EE | $497 | $722-31.2% | $1,160-57.2% | $2,565-80.6% |
| Participant deferral / active EE | $1,070 | $1,326-19.3% | $2,145-50.1% | $3,952-72.9% |
| Admin fee / account holder | $5,718 | $2,429+135.4% | $3,380+69.2% | $6,261-8.7% |