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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 | $24,109 | $62,589-61.5% | $76,768-68.6% | $64,173-62.4% |
| Participation rate | 48.4% | 72.8%-24.4pp | 77.0%-28.6pp | 69.6%-21.2pp |
| Annual return | -6.00% | -1.95%-4.1pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,165 | $1,832-36.4% | $2,485-53.1% | $2,381-51.1% |
| Participant deferral / active EE | $2,456 | $3,145-21.9% | $3,852-36.2% | $3,470-29.2% |
| Admin fee / account holder | $3,643 | $4,667-21.9% | $6,675-45.4% | $4,887-25.5% |