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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 | $24,377 | $65,071-62.5% | $143,770-83.0% | $66,923-63.6% |
| Participation rate | 32.8% | 65.2%-32.4pp | 80.3%-47.5pp | 69.8%-37.0pp |
| Annual return | -15.59% | -11.14%-4.5pp | -0.04%-15.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $418 | $2,361-82.3% | $4,951-91.6% | $2,545-83.6% |
| Participant deferral / active EE | $1,250 | $2,919-57.2% | $5,638-77.8% | $4,237-70.5% |
| Admin fee / account holder | $429 | $502-14.6% | $14,673-97.1% | $593-27.7% |