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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 | $24,300 | $64,719-62.5% | $112,249-78.4% | $68,486-64.5% |
| Participation rate | 63.8% | 67.2%-3.4pp | 75.1%-11.3pp | 67.9%-4.1pp |
| Annual return | -17.59% | -11.40%-6.2pp | 27.48%-45.1pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,664 | $2,747-39.4% | $3,636-54.2% | $2,597-35.9% |
| Participant deferral / active EE | $2,398 | $3,565-32.7% | $4,729-49.3% | $4,028-40.5% |
| Admin fee / account holder | $2,946 | $5,232-43.7% | $6,412-54.1% | $5,404-45.5% |