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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 | $22,766 | $32,037-28.9% | $69,182-67.1% | $62,881-63.8% |
| Participation rate | 31.3% | 43.4%-12.2pp | 55.1%-23.9pp | 69.3%-38.1pp |
| Annual return | 22.22% | 15.16%+7.1pp | -21.93%+44.2pp | 20.14%+2.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $398 | $1,185-66.5% | $1,897-79.0% | $3,203-87.6% |
| Admin fee / account holder | $8,243 | $2,608+216.0% | $2,697+205.7% | $4,296+91.9% |