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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 | $17,875 | $73,848-75.8% | $143,799-87.6% | $68,486-73.9% |
| Participation rate | 34.1% | 66.7%-32.5pp | 80.3%-46.2pp | 67.9%-33.7pp |
| Annual return | -16.46% | 0.91%-17.4pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,195 | $3,184-62.5% | $4,952-75.9% | $2,597-54.0% |
| Participant deferral / active EE | $1,937 | $3,385-42.8% | $5,638-65.7% | $4,028-51.9% |
| Admin fee / account holder | $387 | $5,755-93.3% | $14,677-97.4% | $5,404-92.8% |