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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 | $21,115 | $57,352-63.2% | $83,831-74.8% | $64,173-67.1% |
| Participation rate | 38.1% | 68.6%-30.5pp | 76.1%-38.1pp | 69.6%-31.5pp |
| Annual return | -3.72% | 11.38%-15.1pp | 850.99%-854.7pp | 7.63%-11.4pp |
| Employer contribution / active EE | $700 | $2,546-72.5% | $3,631-80.7% | $2,381-70.6% |
| Participant deferral / active EE | $2,446 | $2,993-18.3% | $4,082-40.1% | $3,470-29.5% |
| Admin fee / account holder | $4,236 | $4,046+4.7% | $5,479-22.7% | $4,887-13.3% |