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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 | $18,583 | $73,839-74.8% | $143,788-87.1% | $68,495-72.9% |
| Participation rate | 61.8% | 66.7%-4.9pp | 80.3%-18.5pp | 67.9%-6.1pp |
| Annual return | -16.11% | 1.01%-17.1pp | -0.03%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,047 | $3,184-67.1% | $4,952-78.9% | $2,596-59.7% |
| Participant deferral / active EE | $3,681 | $3,384+8.8% | $5,638-34.7% | $4,028-8.6% |
| Admin fee / account holder | $11,847 | $5,755+105.9% | $14,675-19.3% | $5,403+119.3% |