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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 | $29,306 | $53,546-45.3% | $69,884-58.1% | $68,486-57.2% |
| Participation rate | 56.1% | 64.5%-8.4pp | 70.5%-14.3pp | 67.9%-11.8pp |
| Annual return | -17.95% | -13.87%-4.1pp | 190.81%-208.8pp | -7.85%-10.1pp |
| Employer contribution / active EE | $513 | $2,019-74.6% | $2,560-80.0% | $2,597-80.2% |
| Participant deferral / active EE | $1,256 | $2,957-57.5% | $3,848-67.4% | $4,028-68.8% |
| Admin fee / account holder | $1,865 | $4,693-60.3% | $6,266-70.2% | $5,404-65.5% |