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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 | $27,348 | $49,280-44.5% | $67,313-59.4% | $64,173-57.4% |
| Participation rate | 57.9% | 60.8%-2.9pp | 69.1%-11.2pp | 69.6%-11.7pp |
| Annual return | -5.55% | -1.39%-4.2pp | -4.08%-1.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,396 | $1,668-16.3% | $2,566-45.6% | $2,381-41.4% |
| Participant deferral / active EE | $1,368 | $2,484-44.9% | $3,568-61.7% | $3,470-60.6% |
| Admin fee / account holder | $1,073 | $3,863-72.2% | $4,507-76.2% | $4,887-78.1% |