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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 | $31,101 | $71,873-56.7% | $86,698-64.1% | $68,490-54.6% |
| Participation rate | 48.7% | 72.2%-23.6pp | 76.6%-27.9pp | 67.9%-19.2pp |
| Annual return | -16.45% | 3.54%-20.0pp | 35.96%-52.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,246 | $2,173-42.7% | $2,837-56.1% | $2,597-52.0% |
| Participant deferral / active EE | $2,479 | $3,779-34.4% | $4,656-46.8% | $4,028-38.5% |
| Admin fee / account holder | $2,114 | $6,110-65.4% | $7,492-71.8% | $5,403-60.9% |