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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 | $26,421 | $73,839-64.2% | $143,788-81.6% | $68,495-61.4% |
| Participation rate | 27.7% | 66.7%-39.0pp | 80.3%-52.6pp | 67.9%-40.2pp |
| Annual return | -11.01% | 1.01%-12.0pp | -0.03%-11.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $429 | $3,184-86.5% | $4,952-91.3% | $2,596-83.5% |
| Participant deferral / active EE | $1,488 | $3,384-56.0% | $5,638-73.6% | $4,028-63.1% |
| Admin fee / account holder | $6,284 | $5,755+9.2% | $14,675-57.2% | $5,403+16.3% |