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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 | $24,204 | $53,546-54.8% | $69,884-65.4% | $68,486-64.7% |
| Participation rate | 42.6% | 64.5%-21.9pp | 70.5%-27.8pp | 67.9%-25.2pp |
| Annual return | -16.59% | -13.87%-2.7pp | 190.81%-207.4pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,185 | $2,019-41.3% | $2,560-53.7% | $2,597-54.3% |
| Participant deferral / active EE | $2,240 | $2,957-24.2% | $3,848-41.8% | $4,028-44.4% |
| Admin fee / account holder | $2,388 | $4,693-49.1% | $6,266-61.9% | $5,404-55.8% |