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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 | $23,306 | $64,729-64.0% | $112,263-79.2% | $68,490-66.0% |
| Participation rate | 37.3% | 67.2%-29.9pp | 75.1%-37.8pp | 67.9%-30.6pp |
| Annual return | -14.50% | -11.40%-3.1pp | 27.49%-42.0pp | -7.85%-6.6pp |
| Employer contribution / active EE | $1,081 | $2,746-60.6% | $3,636-70.3% | $2,597-58.4% |
| Participant deferral / active EE | $1,746 | $3,566-51.0% | $4,729-63.1% | $4,028-56.6% |
| Admin fee / account holder | $554 | $5,222-89.4% | $6,410-91.4% | $5,403-89.7% |