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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 | $26,634 | $46,697-43.0% | $117,533-77.3% | $68,486-61.1% |
| Participation rate | 44.4% | 56.8%-12.3pp | 70.6%-26.2pp | 67.9%-23.4pp |
| Annual return | -15.10% | -14.52%-0.6pp | 29.77%-44.9pp | -7.85%-7.2pp |
| Employer contribution / active EE | $662 | $1,506-56.0% | $4,179-84.2% | $2,597-74.5% |
| Participant deferral / active EE | $1,037 | $2,637-60.7% | $4,072-74.5% | $4,028-74.2% |
| Admin fee / account holder | $1,989 | $4,023-50.6% | $5,647-64.8% | $5,404-63.2% |