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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 | $18,851 | $50,947-63.0% | $74,549-74.7% | $64,173-70.6% |
| Participation rate | 60.6% | 61.1%-0.5pp | 69.1%-8.5pp | 69.6%-9.0pp |
| Annual return | -5.61% | -1.85%-3.8pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,354 | $1,115+21.4% | $1,961-31.0% | $2,381-43.1% |
| Participant deferral / active EE | $1,677 | $2,302-27.1% | $3,108-46.0% | $3,470-51.7% |
| Admin fee / account holder | $736 | $4,221-82.6% | $5,059-85.5% | $4,887-84.9% |