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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 | $19,729 | $25,979-24.1% | $71,702-72.5% | $68,495-71.2% |
| Participation rate | 51.9% | 54.5%-2.6pp | 62.3%-10.5pp | 67.9%-16.0pp |
| Annual return | -17.77% | -15.10%-2.7pp | 9.14%-26.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $539 | $900-40.1% | $1,704-68.3% | $2,596-79.2% |
| Participant deferral / active EE | $762 | $1,522-49.9% | $2,658-71.3% | $4,028-81.1% |
| Admin fee / account holder | $529 | $2,022-73.8% | $3,974-86.7% | $5,403-90.2% |