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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 | $21,917 | $27,639-20.7% | $61,501-64.4% | $68,490-68.0% |
| Participation rate | 42.9% | 39.5%+3.3pp | 52.6%-9.7pp | 67.9%-25.0pp |
| Annual return | -20.63% | -13.19%-7.4pp | 339.04%-359.7pp | -7.85%-12.8pp |
| Employer contribution / active EE | $305 | $696-56.2% | $1,160-73.7% | $2,597-88.3% |
| Participant deferral / active EE | $517 | $1,264-59.1% | $2,125-75.6% | $4,028-87.2% |
| Admin fee / account holder | $2,009 | $2,012-0.2% | $2,132-5.8% | $5,403-62.8% |