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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 | $25,483 | $73,839-65.5% | $143,788-82.3% | $68,495-62.8% |
| Participation rate | 43.5% | 66.7%-23.2pp | 80.3%-36.8pp | 67.9%-24.4pp |
| Annual return | -17.04% | 1.01%-18.1pp | -0.03%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $747 | $3,184-76.5% | $4,952-84.9% | $2,596-71.2% |
| Participant deferral / active EE | $1,810 | $3,384-46.5% | $5,638-67.9% | $4,028-55.1% |
| Admin fee / account holder | $4,226 | $5,755-26.6% | $14,675-71.2% | $5,403-21.8% |