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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 | $16,196 | $73,839-78.1% | $143,788-88.7% | $68,495-76.4% |
| Participation rate | 28.9% | 66.7%-37.7pp | 80.3%-51.4pp | 67.9%-38.9pp |
| Annual return | -15.29% | 1.01%-16.3pp | -0.03%-15.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $663 | $3,184-79.2% | $4,952-86.6% | $2,596-74.5% |
| Participant deferral / active EE | $1,168 | $3,384-65.5% | $5,638-79.3% | $4,028-71.0% |
| Admin fee / account holder | $6,437 | $5,755+11.9% | $14,675-56.1% | $5,403+19.1% |