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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 | $30,364 | $64,719-53.1% | $112,249-72.9% | $68,486-55.7% |
| Participation rate | 62.9% | 67.2%-4.3pp | 75.1%-12.2pp | 67.9%-5.0pp |
| Annual return | -18.09% | -11.40%-6.7pp | 27.48%-45.6pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,668 | $2,747-39.3% | $3,636-54.1% | $2,597-35.8% |
| Participant deferral / active EE | $4,640 | $3,565+30.2% | $4,729-1.9% | $4,028+15.2% |
| Admin fee / account holder | $1,283 | $5,232-75.5% | $6,412-80.0% | $5,404-76.3% |