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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 | $21,901 | $73,839-70.3% | $143,788-84.8% | $68,495-68.0% |
| Participation rate | 68.0% | 66.7%+1.3pp | 80.3%-12.3pp | 67.9%+0.1pp |
| Annual return | -16.12% | 1.01%-17.1pp | -0.03%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $597 | $3,184-81.3% | $4,952-87.9% | $2,596-77.0% |
| Participant deferral / active EE | $1,414 | $3,384-58.2% | $5,638-74.9% | $4,028-64.9% |
| Admin fee / account holder | $555 | $5,755-90.4% | $14,675-96.2% | $5,403-89.7% |