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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 | $20,804 | $73,848-71.8% | $143,799-85.5% | $68,486-69.6% |
| Participation rate | 67.5% | 66.7%+0.8pp | 80.3%-12.8pp | 67.9%-0.4pp |
| Annual return | -15.49% | 0.91%-16.4pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,332 | $3,184-58.2% | $4,952-73.1% | $2,597-48.7% |
| Participant deferral / active EE | $2,454 | $3,385-27.5% | $5,638-56.5% | $4,028-39.1% |
| Admin fee / account holder | $5,810 | $5,755+1.0% | $14,677-60.4% | $5,404+7.5% |