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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 | $28,530 | $73,848-61.4% | $143,799-80.2% | $68,486-58.3% |
| Participation rate | 61.5% | 66.7%-5.1pp | 80.3%-18.8pp | 67.9%-6.4pp |
| Annual return | -12.56% | 0.91%-13.5pp | -0.04%-12.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $645 | $3,184-79.7% | $4,952-87.0% | $2,597-75.1% |
| Participant deferral / active EE | $951 | $3,385-71.9% | $5,638-83.1% | $4,028-76.4% |
| Admin fee / account holder | $1,310 | $5,755-77.2% | $14,677-91.1% | $5,404-75.8% |