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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 | $28,761 | $69,012-58.3% | $160,009-82.0% | $68,486-58.0% |
| Participation rate | 69.6% | 65.4%+4.1pp | 78.0%-8.4pp | 67.9%+1.7pp |
| Annual return | -13.16% | -9.65%-3.5pp | 408.85%-422.0pp | -7.85%-5.3pp |
| Employer contribution / active EE | $1,835 | $2,212-17.1% | $4,225-56.6% | $2,597-29.3% |
| Participant deferral / active EE | $4,788 | $4,212+13.7% | $6,183-22.6% | $4,028+18.9% |
| Admin fee / account holder | $3,913 | $4,798-18.5% | $8,715-55.1% | $5,404-27.6% |