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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 | $21,766 | $73,863-70.5% | $143,797-84.9% | $68,490-68.2% |
| Participation rate | 53.6% | 66.7%-13.1pp | 80.3%-26.7pp | 67.9%-14.3pp |
| Annual return | -18.62% | 0.91%-19.5pp | -0.04%-18.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $899 | $3,185-71.8% | $4,952-81.9% | $2,597-65.4% |
| Participant deferral / active EE | $1,571 | $3,385-53.6% | $5,638-72.1% | $4,028-61.0% |
| Admin fee / account holder | $1,995 | $5,756-65.3% | $14,679-86.4% | $5,403-63.1% |