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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 | $13,454 | $25,979-48.2% | $71,778-81.3% | $68,490-80.4% |
| Participation rate | 54.3% | 54.5%-0.2pp | 62.3%-8.1pp | 67.9%-13.6pp |
| Annual return | -17.55% | -15.10%-2.5pp | 9.15%-26.7pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,873 | $1,522+23.0% | $2,656-29.5% | $4,028-53.5% |
| Admin fee / account holder | $622 | $2,022-69.2% | $3,974-84.4% | $5,403-88.5% |