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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 | $14,344 | $73,848-80.6% | $143,799-90.0% | $68,486-79.1% |
| Participation rate | 27.3% | 66.7%-39.4pp | 80.3%-53.0pp | 67.9%-40.6pp |
| Annual return | -12.41% | 0.91%-13.3pp | -0.04%-12.4pp | -7.85%-4.6pp |
| Employer contribution / active EE | $455 | $3,184-85.7% | $4,952-90.8% | $2,597-82.5% |
| Participant deferral / active EE | $1,357 | $3,385-59.9% | $5,638-75.9% | $4,028-66.3% |
| Admin fee / account holder | $11,261 | $5,755+95.7% | $14,677-23.3% | $5,404+108.4% |