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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 | $25,524 | $65,083-60.8% | $143,788-82.2% | $66,930-61.9% |
| Participation rate | 30.2% | 65.2%-35.0pp | 80.3%-50.1pp | 69.8%-39.6pp |
| Annual return | -16.34% | -11.13%-5.2pp | -0.03%-16.3pp | 1.57%-17.9pp |
| Employer contribution / active EE | $623 | $2,361-73.6% | $4,952-87.4% | $2,545-75.5% |
| Participant deferral / active EE | $1,161 | $2,920-60.2% | $5,638-79.4% | $4,238-72.6% |
| Admin fee / account holder | $440 | $502-12.4% | $14,675-97.0% | $593-25.9% |