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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 | $30,508 | $45,872-33.5% | $77,100-60.4% | $68,490-55.5% |
| Participation rate | 29.9% | 55.9%-26.1pp | 67.9%-38.1pp | 67.9%-38.0pp |
| Annual return | -19.92% | 1.73%-21.6pp | 42.35%-62.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $746 | $1,650-54.8% | $2,815-73.5% | $2,597-71.3% |
| Participant deferral / active EE | $1,393 | $2,963-53.0% | $4,430-68.5% | $4,028-65.4% |
| Admin fee / account holder | $4,904 | $3,041+61.3% | $5,443-9.9% | $5,403-9.2% |