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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 | $20,173 | $50,947-60.4% | $74,551-72.9% | $64,173-68.6% |
| Participation rate | 46.8% | 61.1%-14.3pp | 69.1%-22.4pp | 69.6%-22.8pp |
| Annual return | -2.96% | -1.85%-1.1pp | 32.53%-35.5pp | 7.63%-10.6pp |
| Employer contribution / active EE | $306 | $1,115-72.5% | $1,961-84.4% | $2,381-87.1% |
| Participant deferral / active EE | $1,241 | $2,302-46.1% | $3,108-60.1% | $3,470-64.2% |
| Admin fee / account holder | $467 | $4,221-88.9% | $5,059-90.8% | $4,887-90.4% |