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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 | $22,475 | $73,848-69.6% | $143,799-84.4% | $68,486-67.2% |
| Participation rate | 38.0% | 66.7%-28.6pp | 80.3%-42.3pp | 67.9%-29.8pp |
| Annual return | -17.47% | 0.91%-18.4pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $691 | $3,184-78.3% | $4,952-86.0% | $2,597-73.4% |
| Participant deferral / active EE | $1,358 | $3,385-59.9% | $5,638-75.9% | $4,028-66.3% |
| Admin fee / account holder | $1,737 | $5,755-69.8% | $14,677-88.2% | $5,404-67.9% |