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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 | $42,849 | $73,863-42.0% | $143,797-70.2% | $68,490-37.4% |
| Participation rate | 67.9% | 66.7%+1.2pp | 80.3%-12.5pp | 67.9%0pp |
| Annual return | -16.86% | 0.91%-17.8pp | -0.04%-16.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,524 | $3,185-52.1% | $4,952-69.2% | $2,597-41.3% |
| Participant deferral / active EE | $1,922 | $3,385-43.2% | $5,638-65.9% | $4,028-52.3% |
| Admin fee / account holder | $879 | $5,756-84.7% | $14,679-94.0% | $5,403-83.7% |