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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 | $23,400 | $44,221-47.1% | $121,220-80.7% | $56,287-58.4% |
| Participation rate | 39.4% | 61.1%-21.6pp | 71.8%-32.3pp | 69.9%-30.4pp |
| Annual return | -6.16% | -3.58%-2.6pp | 16.94%-23.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $437 | $1,480-70.5% | $4,023-89.1% | $2,111-79.3% |
| Participant deferral / active EE | $1,946 | $2,521-22.8% | $3,345-41.8% | $3,350-41.9% |
| Admin fee / account holder | $3,004 | $480+525.4% | $5,021-40.2% | $521+476.7% |