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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 | $13,385 | $84,518-84.2% | $67,704-80.2% | $125,389-89.3% |
| Participation rate | 43.8% | 74.8%-31.0pp | 67.5%-23.8pp | 83.2%-39.4pp |
| Annual return | -3.05% | 2.57%-5.6pp | 25.41%-28.5pp | 282.24%-285.3pp |
| Employer contribution / active EE | $1,188 | $3,292-63.9% | $2,559-53.6% | $4,866-75.6% |
| Participant deferral / active EE | $1,778 | $4,430-59.9% | $3,585-50.4% | $5,352-66.8% |
| Admin fee / account holder | $2,160 | $5,340-59.6% | $4,255-49.2% | $9,541-77.4% |