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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 | $13,208 | $73,839-82.1% | $143,788-90.8% | $68,495-80.7% |
| Participation rate | 48.1% | 66.7%-18.5pp | 80.3%-32.2pp | 67.9%-19.7pp |
| Annual return | -2.23% | 1.01%-3.2pp | -0.03%-2.2pp | -7.84%+5.6pp |
| Employer contribution / active EE | $1,214 | $3,184-61.9% | $4,952-75.5% | $2,596-53.2% |
| Participant deferral / active EE | $2,104 | $3,384-37.8% | $5,638-62.7% | $4,028-47.8% |
| Admin fee / account holder | $1,339 | $5,755-76.7% | $14,675-90.9% | $5,403-75.2% |