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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 | $14,039 | $73,863-81.0% | $143,797-90.2% | $68,490-79.5% |
| Participation rate | 38.1% | 66.7%-28.6pp | 80.3%-42.2pp | 67.9%-29.8pp |
| Annual return | -18.63% | 0.91%-19.5pp | -0.04%-18.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $497 | $3,185-84.4% | $4,952-90.0% | $2,597-80.9% |
| Participant deferral / active EE | $1,826 | $3,385-46.0% | $5,638-67.6% | $4,028-54.7% |
| Admin fee / account holder | $2,083 | $5,756-63.8% | $14,679-85.8% | $5,403-61.4% |