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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 | $36,017 | $73,863-51.2% | $143,797-75.0% | $68,490-47.4% |
| Participation rate | 67.0% | 66.7%+0.4pp | 80.3%-13.3pp | 67.9%-0.9pp |
| Annual return | -15.18% | 0.91%-16.1pp | -0.04%-15.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,831 | $3,185-42.5% | $4,952-63.0% | $2,597-29.5% |
| Participant deferral / active EE | $3,027 | $3,385-10.6% | $5,638-46.3% | $4,028-24.9% |
| Admin fee / account holder | $2,260 | $5,756-60.7% | $14,679-84.6% | $5,403-58.2% |