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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 | $24,280 | $32,037-24.2% | $69,182-64.9% | $62,881-61.4% |
| Participation rate | 48.7% | 43.4%+5.3pp | 55.1%-6.4pp | 69.3%-20.6pp |
| Annual return | 5.80% | 15.16%-9.4pp | -21.93%+27.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $531 | $679-21.9% | $1,206-56.0% | $2,281-76.7% |
| Participant deferral / active EE | $807 | $1,185-31.9% | $1,897-57.5% | $3,203-74.8% |
| Admin fee / account holder | $4,563 | $2,608+75.0% | $2,697+69.2% | $4,296+6.2% |