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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 | $24,319 | $42,917-43.3% | $60,899-60.1% | $68,495-64.5% |
| Participation rate | 35.1% | 66.8%-31.7pp | 73.1%-38.0pp | 67.9%-32.8pp |
| Annual return | -6.91% | -13.99%+7.1pp | 16.92%-23.8pp | -7.84%+0.9pp |
| Employer contribution / active EE | $603 | $1,979-69.5% | $2,702-77.7% | $2,596-76.8% |
| Participant deferral / active EE | $867 | $2,867-69.8% | $3,817-77.3% | $4,028-78.5% |
| Admin fee / account holder | $6,148 | $3,102+98.2% | $3,225+90.6% | $5,403+13.8% |