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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 | $22,731 | $46,697-51.3% | $117,529-80.7% | $68,490-66.8% |
| Participation rate | 48.7% | 56.8%-8.1pp | 70.6%-21.9pp | 67.9%-19.2pp |
| Annual return | -15.63% | -14.52%-1.1pp | 29.77%-45.4pp | -7.85%-7.8pp |
| Employer contribution / active EE | $307 | $1,506-79.6% | $4,179-92.6% | $2,597-88.2% |
| Participant deferral / active EE | $2,722 | $2,637+3.2% | $4,072-33.2% | $4,028-32.4% |
| Admin fee / account holder | $622 | $4,023-84.5% | $5,645-89.0% | $5,403-88.5% |