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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 | $19,468 | $73,863-73.6% | $143,797-86.5% | $68,490-71.6% |
| Participation rate | 52.4% | 66.7%-14.3pp | 80.3%-27.9pp | 67.9%-15.5pp |
| Annual return | -15.80% | 0.91%-16.7pp | -0.04%-15.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $643 | $3,185-79.8% | $4,952-87.0% | $2,597-75.2% |
| Participant deferral / active EE | $2,666 | $3,385-21.2% | $5,638-52.7% | $4,028-33.8% |
| Admin fee / account holder | $495 | $5,756-91.4% | $14,679-96.6% | $5,403-90.8% |