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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 | $25,599 | $73,863-65.3% | $143,797-82.2% | $68,490-62.6% |
| Participation rate | 36.0% | 66.7%-30.7pp | 80.3%-44.3pp | 67.9%-31.9pp |
| Annual return | -12.70% | 0.91%-13.6pp | -0.04%-12.7pp | -7.85%-4.8pp |
| Employer contribution / active EE | $422 | $3,185-86.7% | $4,952-91.5% | $2,597-83.7% |
| Participant deferral / active EE | $1,299 | $3,385-61.6% | $5,638-77.0% | $4,028-67.7% |
| Admin fee / account holder | $11,886 | $5,756+106.5% | $14,679-19.0% | $5,403+120.0% |