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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 | $25,003 | $73,839-66.1% | $143,788-82.6% | $68,495-63.5% |
| Participation rate | 69.0% | 66.7%+2.3pp | 80.3%-11.3pp | 67.9%+1.1pp |
| Annual return | -18.76% | 1.01%-19.8pp | -0.03%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,226 | $3,184-30.1% | $4,952-55.0% | $2,596-14.3% |
| Participant deferral / active EE | $3,456 | $3,384+2.1% | $5,638-38.7% | $4,028-14.2% |
| Admin fee / account holder | $2,653 | $5,755-53.9% | $14,675-81.9% | $5,403-50.9% |