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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 | $65,125-62.6% | $143,797-83.0% | $66,949-63.6% |
| Participation rate | 32.8% | 65.2%-32.4pp | 80.3%-47.5pp | 69.8%-37.0pp |
| Annual return | -15.59% | -11.13%-4.5pp | -0.04%-15.5pp | 1.57%-17.2pp |
| Employer contribution / active EE | $418 | $2,362-82.3% | $4,952-91.6% | $2,545-83.6% |
| Participant deferral / active EE | $1,250 | $2,920-57.2% | $5,638-77.8% | $4,239-70.5% |
| Admin fee / account holder | $429 | $503-14.7% | $14,679-97.1% | $594-27.8% |