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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 | $18,876 | $73,863-74.4% | $143,797-86.9% | $68,490-72.4% |
| Participation rate | 66.3% | 66.7%-0.4pp | 80.3%-14.1pp | 67.9%-1.6pp |
| Annual return | -16.76% | 0.91%-17.7pp | -0.04%-16.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $767 | $3,185-75.9% | $4,952-84.5% | $2,597-70.5% |
| Participant deferral / active EE | $2,936 | $3,385-13.3% | $5,638-47.9% | $4,028-27.1% |
| Admin fee / account holder | $763 | $5,756-86.7% | $14,679-94.8% | $5,403-85.9% |