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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 | $22,657 | $73,848-69.3% | $143,799-84.2% | $68,486-66.9% |
| Participation rate | 43.9% | 66.7%-22.8pp | 80.3%-36.4pp | 67.9%-24.0pp |
| Annual return | -15.27% | 0.91%-16.2pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $748 | $3,184-76.5% | $4,952-84.9% | $2,597-71.2% |
| Participant deferral / active EE | $1,867 | $3,385-44.8% | $5,638-66.9% | $4,028-53.6% |
| Admin fee / account holder | $332 | $5,755-94.2% | $14,677-97.7% | $5,404-93.9% |