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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 | $28,752 | $64,729-55.6% | $112,263-74.4% | $68,490-58.0% |
| Participation rate | 53.6% | 67.2%-13.6pp | 75.1%-21.5pp | 67.9%-14.3pp |
| Annual return | -11.79% | -11.40%-0.4pp | 27.49%-39.3pp | -7.85%-3.9pp |
| Employer contribution / active EE | $2,122 | $2,746-22.7% | $3,636-41.7% | $2,597-18.3% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $999 | $5,222-80.9% | $6,410-84.4% | $5,403-81.5% |