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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 | $33,483 | $77,817-57.0% | $123,553-72.9% | $64,173-47.8% |
| Participation rate | 68.2% | 74.7%-6.5pp | 82.3%-14.1pp | 69.6%-1.4pp |
| Annual return | -7.55% | 12.49%-20.0pp | 119.21%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $3,209 | $3,014+6.5% | $4,628-30.7% | $2,381+34.8% |
| Participant deferral / active EE | $7,074 | $5,240+35.0% | $6,426+10.1% | $3,470+103.9% |
| Admin fee / account holder | $1,576 | $5,519-71.4% | $9,284-83.0% | $4,887-67.8% |