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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 | $24,755 | $65,125-62.0% | $143,797-82.8% | $66,949-63.0% |
| Participation rate | 65.4% | 65.2%+0.2pp | 80.3%-14.9pp | 69.8%-4.4pp |
| Annual return | -15.96% | -11.13%-4.8pp | -0.04%-15.9pp | 1.57%-17.5pp |
| Employer contribution / active EE | $894 | $2,362-62.2% | $4,952-82.0% | $2,545-64.9% |
| Participant deferral / active EE | $2,151 | $2,920-26.4% | $5,638-61.9% | $4,239-49.3% |
| Admin fee / account holder | $2,605 | $503+418.3% | $14,679-82.3% | $594+338.9% |