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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 | $31,472 | $64,719-51.4% | $112,249-72.0% | $68,486-54.0% |
| Participation rate | 64.6% | 67.2%-2.5pp | 75.1%-10.4pp | 67.9%-3.3pp |
| Annual return | -8.33% | -11.40%+3.1pp | 27.48%-35.8pp | -7.85%-0.5pp |
| Employer contribution / active EE | $1,997 | $2,747-27.3% | $3,636-45.1% | $2,597-23.1% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,215 | $5,232-76.8% | $6,412-81.1% | $5,404-77.5% |