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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 | $25,729 | $73,848-65.2% | $143,799-82.1% | $68,486-62.4% |
| Participation rate | 52.0% | 66.7%-14.7pp | 80.3%-28.3pp | 67.9%-15.9pp |
| Annual return | -18.90% | 0.91%-19.8pp | -0.04%-18.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $720 | $3,184-77.4% | $4,952-85.5% | $2,597-72.3% |
| Participant deferral / active EE | $1,493 | $3,385-55.9% | $5,638-73.5% | $4,028-62.9% |
| Admin fee / account holder | $811 | $5,755-85.9% | $14,677-94.5% | $5,404-85.0% |