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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 | $25,130 | $73,848-66.0% | $143,799-82.5% | $68,486-63.3% |
| Participation rate | 37.8% | 66.7%-28.8pp | 80.3%-42.5pp | 67.9%-30.1pp |
| Annual return | -19.33% | 0.91%-20.2pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,334 | $3,184-58.1% | $4,952-73.1% | $2,597-48.6% |
| Participant deferral / active EE | $3,448 | $3,385+1.9% | $5,638-38.8% | $4,028-14.4% |
| Admin fee / account holder | $1,000 | $5,755-82.6% | $14,677-93.2% | $5,404-81.5% |