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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 | $18,138 | $73,839-75.4% | $143,788-87.4% | $68,495-73.5% |
| Participation rate | 55.6% | 66.7%-11.1pp | 80.3%-24.8pp | 67.9%-12.3pp |
| Annual return | -15.98% | 1.01%-17.0pp | -0.03%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $832 | $3,184-73.9% | $4,952-83.2% | $2,596-68.0% |
| Participant deferral / active EE | $1,442 | $3,384-57.4% | $5,638-74.4% | $4,028-64.2% |
| Admin fee / account holder | $3,197 | $5,755-44.4% | $14,675-78.2% | $5,403-40.8% |