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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 | $13,682 | $42,909-68.1% | $60,906-77.5% | $68,486-80.0% |
| Participation rate | 63.6% | 66.8%-3.1pp | 73.1%-9.5pp | 67.9%-4.3pp |
| Annual return | -17.05% | -13.99%-3.1pp | 16.94%-34.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $708 | $1,979-64.2% | $2,703-73.8% | $2,597-72.7% |
| Participant deferral / active EE | $1,354 | $2,866-52.8% | $3,814-64.5% | $4,028-66.4% |
| Admin fee / account holder | $2,483 | $3,104-20.0% | $3,227-23.0% | $5,404-54.0% |