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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 | $15,369 | $46,689-67.1% | $117,498-86.9% | $68,495-77.6% |
| Participation rate | 53.3% | 56.8%-3.5pp | 70.6%-17.3pp | 67.9%-14.6pp |
| Annual return | -18.94% | -14.52%-4.4pp | 29.75%-48.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $770 | $1,505-48.8% | $4,178-81.6% | $2,596-70.3% |
| Participant deferral / active EE | $1,803 | $2,637-31.6% | $4,071-55.7% | $4,028-55.2% |
| Admin fee / account holder | $2,335 | $4,021-41.9% | $5,646-58.7% | $5,403-56.8% |