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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 | $19,316 | $45,872-57.9% | $77,081-74.9% | $68,495-71.8% |
| Participation rate | 27.7% | 55.9%-28.3pp | 67.9%-40.3pp | 67.9%-40.2pp |
| Annual return | -15.28% | 1.73%-17.0pp | 42.33%-57.6pp | -7.84%-7.4pp |
| Employer contribution / active EE | $668 | $1,650-59.5% | $2,813-76.3% | $2,596-74.3% |
| Participant deferral / active EE | $2,030 | $2,963-31.5% | $4,428-54.1% | $4,028-49.6% |
| Admin fee / account holder | $2,881 | $3,041-5.3% | $5,427-46.9% | $5,403-46.7% |