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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 | $84,627 | $113,941-25.7% | $94,229-10.2% | $125,389-32.5% |
| Participation rate | 38.5% | 82.9%-44.4pp | 78.8%-40.3pp | 83.2%-44.7pp |
| Annual return | -0.53% | 5.29%-5.8pp | 10.68%-11.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $1,405 | $4,727-70.3% | $3,587-60.8% | $4,866-71.1% |
| Participant deferral / active EE | $2,136 | $5,179-58.8% | $4,320-50.6% | $5,352-60.1% |
| Admin fee / account holder | $1,363 | $8,392-83.8% | $6,269-78.3% | $9,541-85.7% |