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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 | $21,691 | $25,979-16.5% | $71,778-69.8% | $68,490-68.3% |
| Participation rate | 18.2% | 54.5%-36.3pp | 62.3%-44.2pp | 67.9%-49.7pp |
| Annual return | -19.15% | -15.10%-4.1pp | 9.15%-28.3pp | -7.85%-11.3pp |
| Employer contribution / active EE | $262 | $900-70.9% | $1,704-84.6% | $2,597-89.9% |
| Participant deferral / active EE | $1,364 | $1,522-10.4% | $2,656-48.7% | $4,028-66.1% |
| Admin fee / account holder | $1,563 | $2,022-22.7% | $3,974-60.7% | $5,403-71.1% |