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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 | $12,010 | $42,910-72.0% | $60,919-80.3% | $68,490-82.5% |
| Participation rate | 23.2% | 66.8%-43.5pp | 73.1%-49.9pp | 67.9%-44.7pp |
| Annual return | -11.18% | -13.99%+2.8pp | 16.96%-28.1pp | -7.85%-3.3pp |
| Employer contribution / active EE | $873 | $1,978-55.9% | $2,704-67.7% | $2,597-66.4% |
| Participant deferral / active EE | $1,854 | $2,866-35.3% | $3,814-51.4% | $4,028-54.0% |
| Admin fee / account holder | $576 | $3,104-81.4% | $3,228-82.1% | $5,403-89.3% |