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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 | $26,741 | $42,910-37.7% | $60,919-56.1% | $68,490-61.0% |
| Participation rate | 51.4% | 66.8%-15.4pp | 73.1%-21.8pp | 67.9%-16.5pp |
| Annual return | -16.50% | -13.99%-2.5pp | 16.96%-33.5pp | -7.85%-8.6pp |
| Employer contribution / active EE | $915 | $1,978-53.7% | $2,704-66.1% | $2,597-64.7% |
| Participant deferral / active EE | $1,426 | $2,866-50.2% | $3,814-62.6% | $4,028-64.6% |
| Admin fee / account holder | $1,120 | $3,104-63.9% | $3,228-65.3% | $5,403-79.3% |