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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 | $18,477 | $64,729-71.5% | $112,263-83.5% | $68,490-73.0% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -17.75% | -11.40%-6.4pp | 27.49%-45.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,701 | $2,746-38.0% | $3,636-53.2% | $2,597-34.5% |
| Participant deferral / active EE | $2,373 | $3,566-33.4% | $4,729-49.8% | $4,028-41.1% |
| Admin fee / account holder | $2,582 | $5,222-50.5% | $6,410-59.7% | $5,403-52.2% |