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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 | $21,259 | $73,848-71.2% | $143,799-85.2% | $68,486-69.0% |
| Participation rate | 56.9% | 66.7%-9.7pp | 80.3%-23.4pp | 67.9%-11.0pp |
| Annual return | -16.39% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,199 | $3,184-62.4% | $4,952-75.8% | $2,597-53.8% |
| Participant deferral / active EE | $2,508 | $3,385-25.9% | $5,638-55.5% | $4,028-37.7% |
| Admin fee / account holder | $1,527 | $5,755-73.5% | $14,677-89.6% | $5,404-71.7% |