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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 | $22,828 | $45,872-50.2% | $77,100-70.4% | $68,490-66.7% |
| Participation rate | 39.1% | 55.9%-16.8pp | 67.9%-28.8pp | 67.9%-28.8pp |
| Annual return | -16.01% | 1.73%-17.7pp | 42.35%-58.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $750 | $1,650-54.5% | $2,815-73.4% | $2,597-71.1% |
| Participant deferral / active EE | $1,309 | $2,963-55.8% | $4,430-70.4% | $4,028-67.5% |
| Admin fee / account holder | $6,390 | $3,041+110.1% | $5,443+17.4% | $5,403+18.3% |