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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 | $26,144 | $55,002-52.5% | $59,899-56.4% | $56,289-53.6% |
| Participation rate | 38.3% | 75.9%-37.6pp | 74.7%-36.4pp | 69.9%-31.5pp |
| Annual return | 8.96% | 1.13%+7.8pp | 3.46%+5.5pp | -9.96%+18.9pp |
| Employer contribution / active EE | $646 | $2,448-73.6% | $2,723-76.3% | $2,111-69.4% |
| Participant deferral / active EE | $1,203 | $3,121-61.4% | $3,402-64.6% | $3,350-64.1% |
| Admin fee / account holder | $14,825 | $236+6188.2% | $3,592+312.7% | $521+2745.7% |