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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 | $35,534 | $64,719-45.1% | $112,249-68.3% | $68,486-48.1% |
| Participation rate | 39.1% | 67.2%-28.0pp | 75.1%-35.9pp | 67.9%-28.8pp |
| Annual return | 0.12% | -11.40%+11.5pp | 27.48%-27.4pp | -7.85%+8.0pp |
| Employer contribution / active EE | $1,669 | $2,747-39.2% | $3,636-54.1% | $2,597-35.7% |
| Participant deferral / active EE | $2,271 | $3,565-36.3% | $4,729-52.0% | $4,028-43.6% |
| Admin fee / account holder | $492 | $5,232-90.6% | $6,412-92.3% | $5,404-90.9% |