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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 | $54,353 | $73,009-25.6% | $90,760-40.1% | $68,486-20.6% |
| Participation rate | 57.4% | 70.8%-13.5pp | 75.7%-18.3pp | 67.9%-10.5pp |
| Annual return | -16.13% | -13.81%-2.3pp | -12.16%-4.0pp | -7.85%-8.3pp |
| Employer contribution / active EE | $968 | $2,193-55.8% | $2,922-66.9% | $2,597-62.7% |
| Participant deferral / active EE | $2,036 | $3,626-43.9% | $4,565-55.4% | $4,028-49.5% |
| Admin fee / account holder | $385 | $5,896-93.5% | $8,444-95.4% | $5,404-92.9% |