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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 | $27,209 | $42,910-36.6% | $60,919-55.3% | $68,490-60.3% |
| Participation rate | 52.6% | 66.8%-14.1pp | 73.1%-20.5pp | 67.9%-15.3pp |
| Annual return | -18.36% | -13.99%-4.4pp | 16.96%-35.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $662 | $1,978-66.5% | $2,704-75.5% | $2,597-74.5% |
| Participant deferral / active EE | $2,210 | $2,866-22.9% | $3,814-42.1% | $4,028-45.1% |
| Admin fee / account holder | $681 | $3,104-78.1% | $3,228-78.9% | $5,403-87.4% |