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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 | $27,140 | $25,979+4.5% | $71,778-62.2% | $68,490-60.4% |
| Participation rate | 19.6% | 54.5%-34.9pp | 62.3%-42.7pp | 67.9%-48.3pp |
| Annual return | -16.63% | -15.10%-1.5pp | 9.15%-25.8pp | -7.85%-8.8pp |
| Employer contribution / active EE | $402 | $900-55.4% | $1,704-76.4% | $2,597-84.5% |
| Participant deferral / active EE | $639 | $1,522-58.0% | $2,656-76.0% | $4,028-84.1% |
| Admin fee / account holder | $4,000 | $2,022+97.9% | $3,974+0.7% | $5,403-26.0% |