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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 | $16,091 | $42,917-62.5% | $60,899-73.6% | $68,495-76.5% |
| Participation rate | 38.0% | 66.8%-28.8pp | 73.1%-35.1pp | 67.9%-29.9pp |
| Annual return | -13.88% | -13.99%+0.1pp | 16.92%-30.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $472 | $1,979-76.1% | $2,702-82.5% | $2,596-81.8% |
| Participant deferral / active EE | $2,126 | $2,867-25.8% | $3,817-44.3% | $4,028-47.2% |
| Admin fee / account holder | $4,328 | $3,102+39.5% | $3,225+34.2% | $5,403-19.9% |