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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 | $24,001 | $73,863-67.5% | $143,797-83.3% | $68,490-65.0% |
| Participation rate | 44.6% | 66.7%-22.0pp | 80.3%-35.7pp | 67.9%-23.3pp |
| Annual return | -17.33% | 0.91%-18.2pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $653 | $3,185-79.5% | $4,952-86.8% | $2,597-74.9% |
| Participant deferral / active EE | $1,609 | $3,385-52.5% | $5,638-71.5% | $4,028-60.0% |
| Admin fee / account holder | $1,464 | $5,756-74.6% | $14,679-90.0% | $5,403-72.9% |