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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 | $18,139 | $73,839-75.4% | $143,788-87.4% | $68,495-73.5% |
| Participation rate | 52.0% | 66.7%-14.7pp | 80.3%-28.3pp | 67.9%-15.9pp |
| Annual return | -17.87% | 1.01%-18.9pp | -0.03%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $566 | $3,184-82.2% | $4,952-88.6% | $2,596-78.2% |
| Participant deferral / active EE | $1,228 | $3,384-63.7% | $5,638-78.2% | $4,028-69.5% |
| Admin fee / account holder | $14,443 | $5,755+151.0% | $14,675-1.6% | $5,403+167.3% |