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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 | $21,534 | $48,267-55.4% | $68,808-68.7% | $68,486-68.6% |
| Participation rate | 44.8% | 60.7%-15.9pp | 69.0%-24.2pp | 67.9%-23.1pp |
| Annual return | -17.05% | -12.70%-4.4pp | -6.37%-10.7pp | -7.85%-9.2pp |
| Employer contribution / active EE | $862 | $1,829-52.9% | $2,656-67.5% | $2,597-66.8% |
| Participant deferral / active EE | $1,438 | $2,867-49.8% | $3,942-63.5% | $4,028-64.3% |
| Admin fee / account holder | $9,191 | $4,362+110.7% | $4,936+86.2% | $5,404+70.1% |