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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 | $25,573 | $46,697-45.2% | $117,533-78.2% | $68,486-62.7% |
| Participation rate | 28.2% | 56.8%-28.6pp | 70.6%-42.4pp | 67.9%-39.7pp |
| Annual return | -14.47% | -14.52%0pp | 29.77%-44.2pp | -7.85%-6.6pp |
| Employer contribution / active EE | $535 | $1,506-64.5% | $4,179-87.2% | $2,597-79.4% |
| Participant deferral / active EE | $2,523 | $2,637-4.3% | $4,072-38.1% | $4,028-37.4% |
| Admin fee / account holder | $3,888 | $4,023-3.4% | $5,647-31.2% | $5,404-28.1% |