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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 | $26,548 | $73,848-64.1% | $143,799-81.5% | $68,486-61.2% |
| Participation rate | 28.6% | 66.7%-38.1pp | 80.3%-51.7pp | 67.9%-39.3pp |
| Annual return | -17.08% | 0.91%-18.0pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $462 | $3,184-85.5% | $4,952-90.7% | $2,597-82.2% |
| Participant deferral / active EE | $1,160 | $3,385-65.7% | $5,638-79.4% | $4,028-71.2% |
| Admin fee / account holder | $4,854 | $5,755-15.7% | $14,677-66.9% | $5,404-10.2% |