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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 | $15,940 | $49,280-67.7% | $67,313-76.3% | $64,173-75.2% |
| Participation rate | 54.5% | 60.8%-6.2pp | 69.1%-14.5pp | 69.6%-15.0pp |
| Annual return | -6.85% | -1.39%-5.5pp | -4.08%-2.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $592 | $1,668-64.5% | $2,566-76.9% | $2,381-75.1% |
| Participant deferral / active EE | $1,346 | $2,484-45.8% | $3,568-62.3% | $3,470-61.2% |
| Admin fee / account holder | $675 | $3,863-82.5% | $4,507-85.0% | $4,887-86.2% |