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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 | $22,273 | $54,357-59.0% | $82,706-73.1% | $68,495-67.5% |
| Participation rate | 35.3% | 63.9%-28.6pp | 72.6%-37.3pp | 67.9%-32.6pp |
| Annual return | -4.30% | -13.67%+9.4pp | 701.76%-706.1pp | -7.84%+3.5pp |
| Employer contribution / active EE | $589 | $2,218-73.4% | $3,007-80.4% | $2,596-77.3% |
| Participant deferral / active EE | $2,281 | $3,246-29.7% | $4,394-48.1% | $4,028-43.4% |
| Admin fee / account holder | $1,470 | $4,396-66.6% | $5,329-72.4% | $5,403-72.8% |