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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 | $23,674 | $73,863-67.9% | $143,797-83.5% | $68,490-65.4% |
| Participation rate | 67.6% | 66.7%+0.9pp | 80.3%-12.8pp | 67.9%-0.3pp |
| Annual return | -14.22% | 0.91%-15.1pp | -0.04%-14.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $1,672 | $3,185-47.5% | $4,952-66.2% | $2,597-35.6% |
| Participant deferral / active EE | $1,906 | $3,385-43.7% | $5,638-66.2% | $4,028-52.7% |
| Admin fee / account holder | $1,180 | $5,756-79.5% | $14,679-92.0% | $5,403-78.2% |