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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 | $56,119 | $71,873-21.9% | $86,698-35.3% | $68,490-18.1% |
| Participation rate | 56.4% | 72.2%-15.9pp | 76.6%-20.2pp | 67.9%-11.5pp |
| Annual return | -11.18% | 3.54%-14.7pp | 35.96%-47.1pp | -7.85%-3.3pp |
| Employer contribution / active EE | $1,245 | $2,173-42.7% | $2,837-56.1% | $2,597-52.1% |
| Participant deferral / active EE | $2,182 | $3,779-42.3% | $4,656-53.1% | $4,028-45.8% |
| Admin fee / account holder | $2,558 | $6,110-58.1% | $7,492-65.9% | $5,403-52.7% |