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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 | $28,211 | $73,848-61.8% | $143,799-80.4% | $68,486-58.8% |
| Participation rate | 55.6% | 66.7%-11.1pp | 80.3%-24.8pp | 67.9%-12.3pp |
| Annual return | -17.68% | 0.91%-18.6pp | -0.04%-17.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,174 | $3,184-63.1% | $4,952-76.3% | $2,597-54.8% |
| Participant deferral / active EE | $1,695 | $3,385-49.9% | $5,638-69.9% | $4,028-57.9% |
| Admin fee / account holder | $1,010 | $5,755-82.4% | $14,677-93.1% | $5,404-81.3% |