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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 | $21,763 | $45,872-52.6% | $77,081-71.8% | $68,495-68.2% |
| Participation rate | 49.2% | 55.9%-6.7pp | 67.9%-18.7pp | 67.9%-18.7pp |
| Annual return | -15.70% | 1.73%-17.4pp | 42.33%-58.0pp | -7.84%-7.9pp |
| Employer contribution / active EE | $762 | $1,650-53.8% | $2,813-72.9% | $2,596-70.7% |
| Participant deferral / active EE | $1,188 | $2,963-59.9% | $4,428-73.2% | $4,028-70.5% |
| Admin fee / account holder | $5,411 | $3,041+77.9% | $5,427-0.3% | $5,403+0.1% |