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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 | $21,274 | $43,483-51.1% | $54,726-61.1% | $64,173-66.8% |
| Participation rate | 46.9% | 72.2%-25.2pp | 79.1%-32.2pp | 69.6%-22.6pp |
| Annual return | -8.03% | -1.03%-7.0pp | -4.56%-3.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $475 | $2,632-81.9% | $3,449-86.2% | $2,381-80.0% |
| Participant deferral / active EE | $1,119 | $3,102-63.9% | $3,953-71.7% | $3,470-67.7% |
| Admin fee / account holder | $1,140 | $4,250-73.2% | $3,818-70.1% | $4,887-76.7% |