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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 | $18,411 | $73,848-75.1% | $143,799-87.2% | $68,486-73.1% |
| Participation rate | 52.8% | 66.7%-13.9pp | 80.3%-27.5pp | 67.9%-15.1pp |
| Annual return | -15.76% | 0.91%-16.7pp | -0.04%-15.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,516 | $3,184-52.4% | $4,952-69.4% | $2,597-41.6% |
| Participant deferral / active EE | $2,670 | $3,385-21.1% | $5,638-52.6% | $4,028-33.7% |
| Admin fee / account holder | $1,800 | $5,755-68.7% | $14,677-87.7% | $5,404-66.7% |