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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 | $35,223 | $54,162-35.0% | $68,612-48.7% | $64,173-45.1% |
| Participation rate | 58.1% | 68.1%-10.0pp | 72.2%-14.2pp | 69.6%-11.5pp |
| Annual return | -6.33% | -1.62%-4.7pp | -4.63%-1.7pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,218 | $1,846-34.0% | $2,625-53.6% | $2,381-48.8% |
| Participant deferral / active EE | $2,142 | $2,626-18.4% | $3,311-35.3% | $3,470-38.3% |
| Admin fee / account holder | $517 | $4,029-87.2% | $5,131-89.9% | $4,887-89.4% |