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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 | $50,660 | $73,848-31.4% | $143,799-64.8% | $68,486-26.0% |
| Participation rate | 43.1% | 66.7%-23.6pp | 80.3%-37.2pp | 67.9%-24.8pp |
| Annual return | -14.44% | 0.91%-15.3pp | -0.04%-14.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $727 | $3,184-77.2% | $4,952-85.3% | $2,597-72.0% |
| Participant deferral / active EE | $1,367 | $3,385-59.6% | $5,638-75.8% | $4,028-66.1% |
| Admin fee / account holder | $10,659 | $5,755+85.2% | $14,677-27.4% | $5,404+97.2% |