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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 | $47,058 | $54,355-13.4% | $82,744-43.1% | $68,486-31.3% |
| Participation rate | 28.6% | 63.9%-35.4pp | 72.6%-44.0pp | 67.9%-39.3pp |
| Annual return | -8.85% | -13.67%+4.8pp | 702.22%-711.1pp | -7.85%-1.0pp |
| Employer contribution / active EE | $452 | $2,219-79.6% | $3,008-85.0% | $2,597-82.6% |
| Participant deferral / active EE | $1,374 | $3,246-57.7% | $4,395-68.7% | $4,028-65.9% |
| Admin fee / account holder | $409 | $4,397-90.7% | $5,325-92.3% | $5,404-92.4% |