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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 | $26,587 | $54,370-51.1% | $82,763-67.9% | $68,490-61.2% |
| Participation rate | 56.7% | 63.9%-7.3pp | 72.6%-15.9pp | 67.9%-11.2pp |
| Annual return | -18.61% | -13.67%-4.9pp | 702.45%-721.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,151 | $2,219-48.1% | $3,008-61.7% | $2,597-55.7% |
| Participant deferral / active EE | $3,355 | $3,247+3.3% | $4,395-23.7% | $4,028-16.7% |
| Admin fee / account holder | $1,557 | $4,398-64.6% | $5,325-70.8% | $5,403-71.2% |