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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 | $32,720 | $73,863-55.7% | $143,797-77.2% | $68,490-52.2% |
| Participation rate | 45.8% | 66.7%-20.8pp | 80.3%-34.5pp | 67.9%-22.1pp |
| Annual return | -12.90% | 0.91%-13.8pp | -0.04%-12.9pp | -7.85%-5.0pp |
| Employer contribution / active EE | $520 | $3,185-83.7% | $4,952-89.5% | $2,597-80.0% |
| Participant deferral / active EE | $1,220 | $3,385-64.0% | $5,638-78.4% | $4,028-69.7% |
| Admin fee / account holder | $13,177 | $5,756+128.9% | $14,679-10.2% | $5,403+143.9% |