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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 | $15,392 | $42,910-64.1% | $60,919-74.7% | $68,490-77.5% |
| Participation rate | 63.3% | 66.8%-3.4pp | 73.1%-9.8pp | 67.9%-4.6pp |
| Annual return | -11.27% | -13.99%+2.7pp | 16.96%-28.2pp | -7.85%-3.4pp |
| Employer contribution / active EE | $735 | $1,978-62.8% | $2,704-72.8% | $2,597-71.7% |
| Participant deferral / active EE | $1,607 | $2,866-43.9% | $3,814-57.9% | $4,028-60.1% |
| Admin fee / account holder | $2,460 | $3,104-20.7% | $3,228-23.8% | $5,403-54.5% |