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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 | $22,663 | $54,370-58.3% | $82,763-72.6% | $68,490-66.9% |
| Participation rate | 61.6% | 63.9%-2.3pp | 72.6%-10.9pp | 67.9%-6.3pp |
| Annual return | -16.42% | -13.67%-2.8pp | 702.45%-718.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $508 | $2,219-77.1% | $3,008-83.1% | $2,597-80.4% |
| Participant deferral / active EE | $1,705 | $3,247-47.5% | $4,395-61.2% | $4,028-57.7% |
| Admin fee / account holder | $540 | $4,398-87.7% | $5,325-89.9% | $5,403-90.0% |