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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 | $27,365 | $46,745-41.5% | $60,547-54.8% | $52,331-47.7% |
| Participation rate | 28.7% | 58.6%-29.9pp | 68.0%-39.3pp | 68.1%-39.4pp |
| Annual return | 0.32% | 0.61%-0.3pp | 335.64%-335.3pp | 4.54%-4.2pp |
| Employer contribution / active EE | $396 | $1,259-68.5% | $2,419-83.6% | $1,882-78.9% |
| Participant deferral / active EE | $1,466 | $2,145-31.7% | $3,328-56.0% | $3,022-51.5% |
| Admin fee / account holder | $3,963 | $537+638.1% | $4,536-12.6% | $592+569.9% |