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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 | $46,697-67.1% | $117,533-86.9% | $68,486-77.6% |
| Participation rate | 53.3% | 56.8%-3.4pp | 70.6%-17.3pp | 67.9%-14.6pp |
| Annual return | -18.94% | -14.52%-4.4pp | 29.77%-48.7pp | -7.85%-11.1pp |
| Employer contribution / active EE | $770 | $1,506-48.9% | $4,179-81.6% | $2,597-70.3% |
| Participant deferral / active EE | $1,803 | $2,637-31.6% | $4,072-55.7% | $4,028-55.2% |
| Admin fee / account holder | $2,335 | $4,023-42.0% | $5,647-58.7% | $5,404-56.8% |