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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 | $16,804 | $73,863-77.2% | $143,797-88.3% | $68,490-75.5% |
| Participation rate | 53.8% | 66.7%-12.8pp | 80.3%-26.5pp | 67.9%-14.1pp |
| Annual return | -15.24% | 0.91%-16.1pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $791 | $3,185-75.2% | $4,952-84.0% | $2,597-69.5% |
| Participant deferral / active EE | $2,653 | $3,385-21.6% | $5,638-53.0% | $4,028-34.1% |
| Admin fee / account holder | $844 | $5,756-85.3% | $14,679-94.2% | $5,403-84.4% |