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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 | $18,999 | $54,229-65.0% | $70,093-72.9% | $68,498-72.3% |
| Participation rate | 33.3% | 64.5%-31.2pp | 70.5%-37.1pp | 67.9%-34.6pp |
| Annual return | -8.58% | -13.87%+5.3pp | 190.73%-199.3pp | -7.84%-0.7pp |
| Employer contribution / active EE | $720 | $2,018-64.3% | $2,560-71.9% | $2,596-72.3% |
| Participant deferral / active EE | $1,217 | $2,956-58.8% | $3,849-68.4% | $4,027-69.8% |
| Admin fee / account holder | $783 | $4,694-83.3% | $6,267-87.5% | $5,403-85.5% |