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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 | $23,688 | $56,339-58.0% | $104,299-77.3% | $68,490-65.4% |
| Participation rate | 43.3% | 63.3%-19.9pp | 73.3%-29.9pp | 67.9%-24.6pp |
| Annual return | -18.89% | -9.19%-9.7pp | 24.62%-43.5pp | -7.85%-11.0pp |
| Employer contribution / active EE | $982 | $1,960-49.9% | $3,373-70.9% | $2,597-62.2% |
| Participant deferral / active EE | $2,178 | $3,077-29.2% | $4,626-52.9% | $4,028-45.9% |
| Admin fee / account holder | $1,905 | $4,902-61.1% | $7,339-74.0% | $5,403-64.7% |