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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 | $29,615 | $43,333-31.7% | $59,883-50.5% | $64,181-53.9% |
| Participation rate | 46.5% | 69.2%-22.7pp | 74.7%-28.2pp | 69.6%-23.1pp |
| Annual return | -6.59% | -1.55%-5.0pp | 3.46%-10.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $837 | $2,029-58.7% | $2,722-69.2% | $2,381-64.8% |
| Participant deferral / active EE | $1,345 | $2,547-47.2% | $3,402-60.5% | $3,470-61.2% |
| Admin fee / account holder | $9,669 | $3,006+221.7% | $3,591+169.3% | $4,887+97.8% |