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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 | $22,511 | $59,813-62.4% | $79,580-71.7% | $68,486-67.1% |
| Participation rate | 48.5% | 61.1%-12.6pp | 69.5%-21.0pp | 67.9%-19.4pp |
| Annual return | -17.90% | -12.30%-5.6pp | 0.15%-18.1pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,200 | $1,505-20.3% | $2,413-50.3% | $2,597-53.8% |
| Participant deferral / active EE | $2,654 | $3,024-12.3% | $3,985-33.4% | $4,028-34.1% |
| Admin fee / account holder | $820 | $4,835-83.0% | $6,835-88.0% | $5,404-84.8% |