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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 | $26,139 | $54,357-51.9% | $82,706-68.4% | $68,495-61.8% |
| Participation rate | 47.8% | 63.9%-16.1pp | 72.6%-24.7pp | 67.9%-20.1pp |
| Annual return | -10.02% | -13.67%+3.7pp | 701.76%-711.8pp | -7.84%-2.2pp |
| Employer contribution / active EE | $1,694 | $2,218-23.7% | $3,007-43.7% | $2,596-34.8% |
| Participant deferral / active EE | $1,158 | $3,246-64.3% | $4,394-73.6% | $4,028-71.2% |
| Admin fee / account holder | $2,882 | $4,396-34.4% | $5,329-45.9% | $5,403-46.7% |