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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 | $21,873 | $73,863-70.4% | $143,797-84.8% | $68,490-68.1% |
| Participation rate | 65.6% | 66.7%-1.0pp | 80.3%-14.7pp | 67.9%-2.3pp |
| Annual return | -19.26% | 0.91%-20.2pp | -0.04%-19.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,253 | $3,185-60.6% | $4,952-74.7% | $2,597-51.7% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,454 | $5,756-74.7% | $14,679-90.1% | $5,403-73.1% |