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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 | $25,580 | $73,863-65.4% | $143,797-82.2% | $68,490-62.7% |
| Participation rate | 51.2% | 66.7%-15.5pp | 80.3%-29.2pp | 67.9%-16.7pp |
| Annual return | -12.19% | 0.91%-13.1pp | -0.04%-12.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $1,474 | $3,185-53.7% | $4,952-70.2% | $2,597-43.2% |
| Participant deferral / active EE | $3,960 | $3,385+17.0% | $5,638-29.8% | $4,028-1.7% |
| Admin fee / account holder | $1,623 | $5,756-71.8% | $14,679-88.9% | $5,403-70.0% |