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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 | $27,242 | $73,839-63.1% | $143,788-81.1% | $68,495-60.2% |
| Participation rate | 53.4% | 66.7%-13.2pp | 80.3%-26.9pp | 67.9%-14.4pp |
| Annual return | -16.63% | 1.01%-17.6pp | -0.03%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $919 | $3,184-71.1% | $4,952-81.4% | $2,596-64.6% |
| Participant deferral / active EE | $1,440 | $3,384-57.5% | $5,638-74.5% | $4,028-64.2% |
| Admin fee / account holder | $2,727 | $5,755-52.6% | $14,675-81.4% | $5,403-49.5% |