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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 | $22,664 | $69,012-67.2% | $160,037-85.8% | $68,490-66.9% |
| Participation rate | 29.7% | 65.4%-35.7pp | 78.0%-48.3pp | 67.9%-38.2pp |
| Annual return | -18.00% | -9.65%-8.3pp | 408.95%-427.0pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,082 | $2,212-51.1% | $4,226-74.4% | $2,597-58.3% |
| Participant deferral / active EE | $2,224 | $4,212-47.2% | $6,184-64.0% | $4,028-44.8% |
| Admin fee / account holder | $1,148 | $4,798-76.1% | $8,716-86.8% | $5,403-78.8% |