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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 | $23,962 | $33,120-27.7% | $40,757-41.2% | $59,633-59.8% |
| Participation rate | 52.7% | 70.7%-18.0pp | 79.3%-26.5pp | 68.7%-15.9pp |
| Annual return | -1.79% | 1.43%-3.2pp | -0.50%-1.3pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $977 | $2,119-53.9% | $3,004-67.5% | $2,203-55.7% |
| Participant deferral / active EE | $1,427 | $2,513-43.2% | $3,485-59.0% | $3,192-55.3% |
| Admin fee / account holder | $3,849 | $2,449+57.1% | $4,272-9.9% | $4,297-10.4% |