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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 | $23,902 | $46,697-48.8% | $117,533-79.7% | $68,486-65.1% |
| Participation rate | 24.6% | 56.8%-32.2pp | 70.6%-46.0pp | 67.9%-43.3pp |
| Annual return | -17.66% | -14.52%-3.1pp | 29.77%-47.4pp | -7.85%-9.8pp |
| Employer contribution / active EE | $306 | $1,506-79.7% | $4,179-92.7% | $2,597-88.2% |
| Participant deferral / active EE | $998 | $2,637-62.2% | $4,072-75.5% | $4,028-75.2% |
| Admin fee / account holder | $7,035 | $4,023+74.9% | $5,647+24.6% | $5,404+30.2% |