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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 | $16,021 | $73,863-78.3% | $143,797-88.9% | $68,490-76.6% |
| Participation rate | 48.5% | 66.7%-18.2pp | 80.3%-31.8pp | 67.9%-19.4pp |
| Annual return | -16.23% | 0.91%-17.1pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,108 | $3,185-65.2% | $4,952-77.6% | $2,597-57.3% |
| Participant deferral / active EE | $1,664 | $3,385-50.8% | $5,638-70.5% | $4,028-58.7% |
| Admin fee / account holder | $358 | $5,756-93.8% | $14,679-97.6% | $5,403-93.4% |