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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 | $47,927 | $73,863-35.1% | $143,797-66.7% | $68,490-30.0% |
| Participation rate | 63.5% | 66.7%-3.1pp | 80.3%-16.8pp | 67.9%-4.4pp |
| Annual return | -15.96% | 0.91%-16.9pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,069 | $3,185-66.4% | $4,952-78.4% | $2,597-58.8% |
| Participant deferral / active EE | $1,819 | $3,385-46.2% | $5,638-67.7% | $4,028-54.8% |
| Admin fee / account holder | $2,054 | $5,756-64.3% | $14,679-86.0% | $5,403-62.0% |