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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 | $22,254 | $73,863-69.9% | $143,797-84.5% | $68,490-67.5% |
| Participation rate | 48.1% | 66.7%-18.5pp | 80.3%-32.2pp | 67.9%-19.7pp |
| Annual return | -18.50% | 0.91%-19.4pp | -0.04%-18.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,237 | $3,185-61.2% | $4,952-75.0% | $2,597-52.4% |
| Participant deferral / active EE | $1,371 | $3,385-59.5% | $5,638-75.7% | $4,028-65.9% |
| Admin fee / account holder | $3,311 | $5,756-42.5% | $14,679-77.4% | $5,403-38.7% |