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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 | $42,792 | $49,280-13.2% | $67,313-36.4% | $64,173-33.3% |
| Participation rate | 59.1% | 60.8%-1.7pp | 69.1%-10.0pp | 69.6%-10.5pp |
| Annual return | -5.79% | -1.39%-4.4pp | -4.08%-1.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,040 | $1,668-37.7% | $2,566-59.5% | $2,381-56.3% |
| Participant deferral / active EE | $1,923 | $2,484-22.6% | $3,568-46.1% | $3,470-44.6% |
| Admin fee / account holder | $2,261 | $3,863-41.5% | $4,507-49.8% | $4,887-53.7% |