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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 | $30,022 | $62,589-52.0% | $76,768-60.9% | $64,173-53.2% |
| Participation rate | 55.9% | 72.8%-16.9pp | 77.0%-21.1pp | 69.6%-13.7pp |
| Annual return | -6.21% | -1.95%-4.3pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,143 | $1,832-37.6% | $2,485-54.0% | $2,381-52.0% |
| Participant deferral / active EE | $2,127 | $3,145-32.4% | $3,852-44.8% | $3,470-38.7% |
| Admin fee / account holder | $1,329 | $4,667-71.5% | $6,675-80.1% | $4,887-72.8% |