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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 | $46,003 | $46,697-1.5% | $117,529-60.9% | $68,490-32.8% |
| Participation rate | 19.5% | 56.8%-37.2pp | 70.6%-51.1pp | 67.9%-48.4pp |
| Annual return | -15.50% | -14.52%-1.0pp | 29.77%-45.3pp | -7.85%-7.6pp |
| Employer contribution / active EE | $382 | $1,506-74.6% | $4,179-90.8% | $2,597-85.3% |
| Participant deferral / active EE | $1,024 | $2,637-61.2% | $4,072-74.8% | $4,028-74.6% |
| Admin fee / account holder | $902 | $4,023-77.6% | $5,645-84.0% | $5,403-83.3% |