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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 | $13,069 | $45,872-71.5% | $77,100-83.0% | $68,490-80.9% |
| Participation rate | 40.6% | 55.9%-15.3pp | 67.9%-27.3pp | 67.9%-27.3pp |
| Annual return | -17.33% | 1.73%-19.1pp | 42.35%-59.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $920 | $1,650-44.2% | $2,815-67.3% | $2,597-64.6% |
| Participant deferral / active EE | $1,145 | $2,963-61.4% | $4,430-74.2% | $4,028-71.6% |
| Admin fee / account holder | $560 | $3,041-81.6% | $5,443-89.7% | $5,403-89.6% |