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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 | $23,474 | $73,848-68.2% | $143,799-83.7% | $68,486-65.7% |
| Participation rate | 39.7% | 66.7%-27.0pp | 80.3%-40.7pp | 67.9%-28.2pp |
| Annual return | -17.59% | 0.91%-18.5pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,942 | $3,184-7.6% | $4,952-40.6% | $2,597+13.3% |
| Participant deferral / active EE | $2,150 | $3,385-36.5% | $5,638-61.9% | $4,028-46.6% |
| Admin fee / account holder | $1,489 | $5,755-74.1% | $14,677-89.9% | $5,404-72.5% |