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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 | $22,600 | $39,132-42.2% | $57,196-60.5% | $62,881-64.1% |
| Participation rate | 50.0% | 70.5%-20.5pp | 75.3%-25.3pp | 69.3%-19.3pp |
| Annual return | 6.42% | 9.24%-2.8pp | 14.59%-8.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $639 | $1,874-65.9% | $2,683-76.2% | $2,281-72.0% |
| Participant deferral / active EE | $1,257 | $2,374-47.1% | $3,096-59.4% | $3,203-60.8% |
| Admin fee / account holder | $14,132 | $2,594+444.8% | $3,141+350.0% | $4,296+229.0% |