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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 | $37,947 | $71,872-47.2% | $86,691-56.2% | $68,495-44.6% |
| Participation rate | 58.8% | 72.2%-13.4pp | 76.6%-17.8pp | 67.9%-9.1pp |
| Annual return | -8.00% | 3.53%-11.5pp | 35.94%-43.9pp | -7.84%-0.2pp |
| Employer contribution / active EE | $2,080 | $2,173-4.3% | $2,837-26.7% | $2,596-19.9% |
| Participant deferral / active EE | $4,168 | $3,779+10.3% | $4,656-10.5% | $4,028+3.5% |
| Admin fee / account holder | $19,634 | $6,112+221.2% | $7,492+162.1% | $5,403+263.4% |