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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 | $21,859 | $42,383-48.4% | $76,518-71.4% | $64,173-65.9% |
| Participation rate | 50.0% | 58.1%-8.1pp | 68.0%-18.0pp | 69.6%-19.6pp |
| Annual return | -5.33% | -16.54%+11.2pp | -0.27%-5.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $880 | $1,563-43.7% | $2,647-66.8% | $2,381-63.0% |
| Participant deferral / active EE | $1,841 | $2,566-28.3% | $3,836-52.0% | $3,470-46.9% |
| Admin fee / account holder | $860 | $3,198-73.1% | $4,849-82.3% | $4,887-82.4% |