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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 | $32,819 | $59,813-45.1% | $79,580-58.8% | $68,486-52.1% |
| Participation rate | 36.8% | 61.1%-24.2pp | 69.5%-32.6pp | 67.9%-31.1pp |
| Annual return | -17.05% | -12.30%-4.8pp | 0.15%-17.2pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,152 | $1,505-23.5% | $2,413-52.3% | $2,597-55.6% |
| Participant deferral / active EE | $1,379 | $3,024-54.4% | $3,985-65.4% | $4,028-65.8% |
| Admin fee / account holder | $951 | $4,835-80.3% | $6,835-86.1% | $5,404-82.4% |