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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 | $22,515 | $43,730-48.5% | $121,208-81.4% | $64,181-64.9% |
| Participation rate | 50.0% | 58.3%-8.3pp | 71.8%-21.8pp | 69.6%-19.6pp |
| Annual return | -7.03% | 68.94%-76.0pp | 16.93%-24.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $497 | $1,297-61.6% | $4,023-87.6% | $2,381-79.1% |
| Participant deferral / active EE | $1,972 | $2,281-13.5% | $3,345-41.0% | $3,470-43.2% |
| Admin fee / account holder | $1,167 | $3,502-66.7% | $5,020-76.8% | $4,887-76.1% |