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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 | $47,292 | $71,873-34.2% | $86,698-45.5% | $68,490-31.0% |
| Participation rate | 57.6% | 72.2%-14.7pp | 76.6%-19.0pp | 67.9%-10.3pp |
| Annual return | -16.99% | 3.54%-20.5pp | 35.96%-52.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,255 | $2,173-42.3% | $2,837-55.8% | $2,597-51.7% |
| Participant deferral / active EE | $2,658 | $3,779-29.7% | $4,656-42.9% | $4,028-34.0% |
| Admin fee / account holder | $2,009 | $6,110-67.1% | $7,492-73.2% | $5,403-62.8% |