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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 | $19,740 | $64,719-69.5% | $112,249-82.4% | $68,486-71.2% |
| Participation rate | 49.0% | 67.2%-18.1pp | 75.1%-26.0pp | 67.9%-18.9pp |
| Annual return | -12.53% | -11.40%-1.1pp | 27.48%-40.0pp | -7.85%-4.7pp |
| Employer contribution / active EE | $5,220 | $2,747+90.0% | $3,636+43.6% | $2,597+101.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,929 | $5,232+32.4% | $6,412+8.1% | $5,404+28.2% |